West Coast Financial’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
2021
Q1
Sell
-2,125
Closed -$206K 125
2020
Q4
$206K Sell
2,125
-500
-19% -$47.3K 0.04% 117
2020
Q3
$241K Hold
2,625
0.05% 100
2020
Q2
$230K Hold
2,625
0.06% 99
2020
Q1
$211K Sell
2,625
-2,000
-43% -$184K 0.06% 94
2019
Q4
$443K Hold
4,625
0.09% 81
2019
Q3
$438K Hold
4,625
0.1% 86
2019
Q2
$426K Hold
4,625
0.1% 85
2019
Q1
$414K Sell
4,625
-500
-10% -$43K 0.1% 89
2018
Q4
$416K Buy
+5,125
New +$433K 0.12% 82

Other funds holding ACWV