2025 Preservation Blend Portfolio ACWV Holdings History
2025 Preservation Blend Portfolio's iShares MSCI Global Min Vol Factor ETF Holding Summary
As of 2023-05-31, 2025 Preservation Blend Portfolio held 214,501.00 shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling $20.67 Mil. This investment constitutes 4.16% of their stock portfolio, and 2025 Preservation Blend Portfolio now holds 0.46% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.
The initial trade took place in 2020Q3. And since then 2025 Preservation Blend Portfolio has made 3 purchases of ACWV, at an average price of $91.38, for a total of 336,233.00 shares. In addition, there have been 8 sales at an average price of $99.71 for 121,732.00 shares. Based on historical transaction data and ACWV's current price of $117.08, 2025 Preservation Blend Portfolio's estimated gain on his ACWV holdings is $6.53 Mil, reflecting a 21.25% gain to date.
2025 Preservation Blend Portfolio ACWV ($117.08) Holding Chart
2025 Preservation Blend Portfolio ACWV ($117.08) 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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