Wealthspire Advisors (New York)’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$695K	Sell	5,816 -286	-5%	-$34.6K	0.01%	489
2025 Q4	$725K	Sell	6,102 -1,372	-18%	-$164K	0.01%	507
2025 Q3	$896K	Sell	7,474 -782	-9%	-$92.9K	﹤0.01%	413
2025 Q2	$979K	Sell	8,256 -490	-6%	-$57.1K	0.01%	389
2025 Q1	$1.02M	Sell	8,746 -881	-9%	-$99.5K	0.01%	377
2024 Q4	$1.05M	Buy	9,627 +121	+1%	+$13.7K	0.01%	362
2024 Q3	$1.09M	Sell	9,506 -55	-0.6%	-$6.05K	0.01%	359
2024 Q2	$1M	Sell	9,561 -2,359	-20%	-$245K	0.01%	311
2024 Q1	$1.25M	Sell	11,920 -1,345	-10%	-$138K	0.02%	278
2023 Q4	$1.33M	Sell	13,265 -22,034	-62%	-$2.14M	0.02%	262
2023 Q3	$3.37M	Sell	35,299 -369,790	-91%	-$36.2M	0.06%	126
2023 Q2	$39.7M	Sell	405,089 -452,808	-53%	-$44.5M	0.65%	29
2023 Q1	$83M	Sell	857,897 -31,663	-4%	-$3.02M	1.42%	15
2022 Q4	$84.5M	Sell	889,560 -4,458	-0.5%	-$418K	1.54%	13
2022 Q3	$79.2M	Sell	894,018 -81,992	-8%	-$7.84M	1.65%	13
2022 Q2	$92.2M	Buy	+976,010	New	+$96.7M	1.93%	13
2021 Q4	–	Sell	-965,855	Closed	-$99.2M	–	536
2021 Q3	$99.2M	Buy	+965,855	New	+$102M	2.06%	11