WhitTier Trust Company’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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $533K | Hold |
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|
2025
Q2 | $526K | Hold |
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|
2025
Q1 | $517K | Hold |
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|
2024
Q4 | $485K | Hold |
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|
2024
Q3 | $509K | Hold |
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|
2024
Q2 | $465K | Sell |
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|
2024
Q1 | $471K | Hold |
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|
2023
Q4 | $449K | Hold |
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|
2023
Q3 | $427K | Hold |
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|
2023
Q2 | $438K | Hold |
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|
2023
Q1 | $432K | Sell |
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|
2022
Q4 | $472K | Hold |
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|
2022
Q3 | $440K | Hold |
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|
2022
Q2 | $469K | Hold |
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|
2022
Q1 | $521K | Hold |
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|
2021
Q4 | $539K | Hold |
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|
2021
Q3 | $511K | Hold |
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|
2021
Q2 | $511K | Hold |
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|
2021
Q1 | $491K | Sell |
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|
2020
Q4 | $506K | Hold |
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|
2020
Q3 | $479K | Hold |
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|
2020
Q2 | $457K | Hold |
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|
2020
Q1 | $420K | Hold |
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|
2019
Q4 | $501K | Hold |
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|
2019
Q3 | $494K | Hold |
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|
2019
Q2 | $480K | Hold |
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|
2019
Q1 | $467K | Hold |
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|
2018
Q4 | $424K | Hold |
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|
2018
Q3 | $459K | Hold |
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|
2018
Q2 | $434K | Hold |
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|
2018
Q1 | $438K | Hold |
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|
2017
Q4 | $440K | Hold |
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|
2017
Q3 | $425K | Hold |
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|
2017
Q2 | $413K | Hold |
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|
2017
Q1 | $403K | Hold |
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|
2016
Q4 | $379K | Sell |
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|
2016
Q3 | $599K | Sell |
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|
2016
Q2 | $608K | Hold |
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|
2016
Q1 | $586K | Hold |
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|
2015
Q4 | $552K | Hold |
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|
2015
Q3 | $533K | Hold |
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|
2015
Q2 | $555K | Hold |
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|
2015
Q1 | $571K | Buy |
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|
2014
Q4 | $541K | Hold |
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|
2014
Q3 | $523K | Sell |
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|
2014
Q2 | $527K | Hold |
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|
2014
Q1 | $508K | Hold |
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|
2013
Q4 | $503K | Hold |
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|
2013
Q3 | $488K | Hold |
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|
2013
Q2 | $473K | Buy |
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