2025 Lifetime Blend Portfolio ACWV Holdings History
2025 Lifetime Blend Portfolio's iShares MSCI Global Min Vol Factor ETF Holding Summary
As of 2025-02-28, 2025 Lifetime Blend Portfolio held 211,843.00 shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling $24.37 Mil. This investment constitutes 9.42% of their stock portfolio, and 2025 Lifetime Blend Portfolio now holds 0.74% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.
The initial trade took place in 2020Q3. And since then 2025 Lifetime Blend Portfolio has made 14 purchases of ACWV, at an average price of $95.40, for a total of 278,570.00 shares. In addition, there have been 4 sales at an average price of $104.53 for 66,727.00 shares. Based on historical transaction data and ACWV's current price of $117.70, 2025 Lifetime Blend Portfolio's estimated gain on his ACWV holdings is $5.33 Mil, reflecting a 20.07% gain to date.
2025 Lifetime Blend Portfolio ACWV ($117.70) Holding Chart
2025 Lifetime Blend Portfolio ACWV ($117.70) 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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