WG
Wealth 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 | – | Sell |
-4,647
| Closed | -$541K | – | 92 |
|
|
2025
Q1 | $541K | Buy |
4,647
+181
| +4% | +$21.1K | 0.35% | 66 |
|
|
2024
Q4 | $488K | Buy |
4,466
+25
| +0.6% | +$2.73K | 0.32% | 73 |
|
|
2024
Q3 | $509K | Buy |
4,441
+328
| +8% | +$37.6K | 0.34% | 71 |
|
|
2024
Q2 | $430K | Buy |
4,113
+545
| +15% | +$57K | 0.31% | 80 |
|
|
2024
Q1 | $376K | Buy |
+3,568
| New | +$376K | 0.28% | 87 |
|