WMS Partners’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
Q1 | – | Sell |
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|
2024
Q4 | $20.1M | Buy |
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|
2024
Q3 | $20.9M | Buy |
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|
2024
Q2 | $19M | Sell |
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|
2024
Q1 | $19.7M | Sell |
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|
2023
Q4 | $19.8M | Sell |
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|
2023
Q3 | $24.5M | Sell |
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|
2023
Q2 | $26.7M | Sell |
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|
2023
Q1 | $30.9M | Sell |
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|
2022
Q4 | $46.1M | Buy |
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|
2022
Q3 | $28.1M | Buy |
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|
2022
Q2 | $866K | Buy |
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