WDG
Wealth Dimensions Group’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $702K | Sell |
5,922
-343
| -5% | -$40.7K | 0.15% | 80 |
|
|
2025
Q1 | $729K | Sell |
6,265
-527
| -8% | -$61.3K | 0.17% | 71 |
|
|
2024
Q4 | $742K | Sell |
6,792
-73
| -1% | -$7.97K | 0.18% | 69 |
|
|
2024
Q3 | $786K | Sell |
6,865
-162
| -2% | -$18.6K | 0.2% | 63 |
|
|
2024
Q2 | $735K | Sell |
7,027
-86
| -1% | -$9K | 0.21% | 59 |
|
|
2024
Q1 | $749K | Sell |
7,113
-638
| -8% | -$67.2K | 0.22% | 57 |
|
|
2023
Q4 | $778K | Sell |
7,751
-16,841
| -68% | -$1.69M | 0.25% | 51 |
|
|
2023
Q3 | $2.35M | Sell |
24,592
-1,954
| -7% | -$186K | 0.85% | 19 |
|
|
2023
Q2 | $2.6M | Sell |
26,546
-1,378
| -5% | -$135K | 0.95% | 18 |
|
|
2023
Q1 | $2.7M | Sell |
27,924
-626
| -2% | -$60.6K | 1.05% | 15 |
|
|
2022
Q4 | $2.71M | Sell |
28,550
-133
| -0.5% | -$12.6K | 1.11% | 16 |
|
|
2022
Q3 | $2.54M | Buy |
28,683
+1,106
| +4% | +$97.9K | 1.26% | 16 |
|
|
2022
Q2 | $2.61M | Buy |
27,577
+844
| +3% | +$79.8K | 1.24% | 15 |
|
|
2022
Q1 | $2.8M | Buy |
26,733
+2,198
| +9% | +$230K | 1.3% | 16 |
|
|
2021
Q4 | $2.66M | Buy |
24,535
+1,331
| +6% | +$144K | 1.3% | 15 |
|
|
2021
Q3 | $2.38M | Buy |
23,204
+1,681
| +8% | +$173K | 1.53% | 12 |
|
|
2021
Q2 | $2.21M | Buy |
21,523
+3,010
| +16% | +$310K | 1.5% | 13 |
|
|
2021
Q1 | $1.83M | Sell |
18,513
-172
| -0.9% | -$17K | 1.42% | 16 |
|
|
2020
Q4 | $1.81M | Buy |
+18,685
| New | +$1.81M | 1.56% | 14 |
|