2010 Lifetime Blend Portfolio ACWV Holdings History
2010 Lifetime Blend Portfolio's iShares MSCI Global Min Vol Factor ETF Holding Summary
As of 2025-02-28, 2010 Lifetime Blend Portfolio held 22,613.00 shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling $2.60 Mil. This investment constitutes 7.4% of their stock portfolio, and 2010 Lifetime Blend Portfolio now holds 0.08% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.
The initial trade took place in 2020Q3. And since then 2010 Lifetime Blend Portfolio has made 10 purchases of ACWV, at an average price of $92.58, for a total of 34,711.00 shares. In addition, there have been 8 sales at an average price of $101.47 for 12,098.00 shares. Based on historical transaction data and ACWV's current price of $117.87, 2010 Lifetime Blend Portfolio's estimated gain on his ACWV holdings is $679,474.27, reflecting a 21.14% gain to date.
2010 Lifetime Blend Portfolio ACWV ($117.87) Holding Chart
2010 Lifetime Blend Portfolio ACWV ($117.87) Quarterly Buys and Sells
Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
---|---|---|---|---|
Shares Bought | 0 | Average Price $-/Share | ||
Shares Sold | 0 | Average Price $-/Share | ||
Current Price $0.00 | Total Estimated Gain 0 % |
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