West Family Investments’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $779K | Hold |
5,169
| – | – | 0.2% | 106 |
|
|
2025
Q1 | $765K | Sell |
5,169
-1,403
| -21% | -$208K | 0.29% | 72 |
|
|
2024
Q4 | $718K | Buy |
6,572
+1,253
| +24% | +$137K | 0.25% | 80 |
|
|
2024
Q3 | $762K | Hold |
5,319
| – | – | 0.26% | 77 |
|
|
2024
Q2 | $696K | Hold |
5,319
| – | – | 0.21% | 83 |
|
|
2024
Q1 | $701K | Hold |
5,319
| – | – | 0.22% | 81 |
|
|
2023
Q4 | $668K | Sell |
5,319
-103
| -2% | -$12.9K | 0.23% | 80 |
|
|
2023
Q3 | $639K | Buy |
+5,422
| New | +$639K | 0.22% | 85 |
|
|
2023
Q2 | – | Sell |
-5,422
| Closed | -$648K | – | 236 |
|
|
2023
Q1 | $648K | Hold |
5,422
| – | – | 0.26% | 76 |
|
|
2022
Q4 | $636K | Buy |
+5,422
| New | +$636K | 0.22% | 83 |
|
|
2022
Q1 | – | Sell |
-4,703
| Closed | -$509K | – | 291 |
|
|
2021
Q4 | $509K | Sell |
4,703
-122
| -3% | -$13.2K | 0.14% | 121 |
|
|
2021
Q3 | $496K | Buy |
+4,825
| New | +$496K | 0.13% | 137 |
|