WealthShield Partners’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2021
Q3
Sell
-273
Closed -$28K 236
2021
Q2
$28K Sell
273
-289
-51% -$29.6K ﹤0.01% 592
2021
Q1
$55K Sell
562
-5,687
-91% -$557K 0.01% 434
2020
Q4
$605K Sell
6,249
-796
-11% -$77.1K 0.11% 146
2020
Q3
$648K Buy
+7,045
New +$648K 0.23% 101