WANY
Wealthspire Advisors (New York)’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 | $979K | Sell |
8,256
-490
| -6% | -$58.1K | 0.01% | 389 |
|
|
2025
Q1 | $1.02M | Sell |
8,746
-881
| -9% | -$103K | 0.01% | 377 |
|
|
2024
Q4 | $1.05M | Buy |
9,627
+121
| +1% | +$13.2K | 0.01% | 362 |
|
|
2024
Q3 | $1.09M | Sell |
9,506
-55
| -0.6% | -$6.3K | 0.01% | 359 |
|
|
2024
Q2 | $1M | Sell |
9,561
-2,359
| -20% | -$247K | 0.01% | 311 |
|
|
2024
Q1 | $1.25M | Sell |
11,920
-1,345
| -10% | -$142K | 0.02% | 278 |
|
|
2023
Q4 | $1.33M | Sell |
13,265
-22,034
| -62% | -$2.21M | 0.02% | 262 |
|
|
2023
Q3 | $3.37M | Sell |
35,299
-369,790
| -91% | -$35.3M | 0.06% | 126 |
|
|
2023
Q2 | $39.7M | Sell |
405,089
-452,808
| -53% | -$44.4M | 0.65% | 29 |
|
|
2023
Q1 | $83M | Sell |
857,897
-31,663
| -4% | -$3.06M | 1.42% | 15 |
|
|
2022
Q4 | $84.5M | Sell |
889,560
-4,458
| -0.5% | -$424K | 1.54% | 13 |
|
|
2022
Q3 | $79.2M | Sell |
894,018
-81,992
| -8% | -$7.26M | 1.65% | 13 |
|
|
2022
Q2 | $92.2M | Buy |
+976,010
| New | +$92.2M | 1.93% | 13 |
|
|
2021
Q4 | – | Sell |
-965,855
| Closed | -$99.2M | – | 536 |
|
|
2021
Q3 | $99.2M | Buy |
+965,855
| New | +$99.2M | 2.06% | 11 |
|