Number of Shares
171,315.00
Current Holdings Value*
$19.71 Mil
% of Portfolio
6.92%
Total Estimate Gain
$3.90 Mil
% of Total Estimate Gain
19.07%

2035 Lifetime Blend Portfolio's iShares MSCI Global Min Vol Factor ETF Holding Summary

As of 2025-02-28, 2035 Lifetime Blend Portfolio held 171,315.00 shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling $19.71 Mil. This investment constitutes 6.92% of their stock portfolio, and 2035 Lifetime Blend Portfolio now holds 0.6% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.

The initial trade took place in 2020Q3. And since then 2035 Lifetime Blend Portfolio has made 13 purchases of ACWV, at an average price of $97.40, for a total of 210,222.00 shares. In addition, there have been 4 sales at an average price of $105.97 for 38,907.00 shares. Based on historical transaction data and ACWV's current price of $118.24, 2035 Lifetime Blend Portfolio's estimated gain on his ACWV holdings is $3.90 Mil, reflecting a 19.07% gain to date.

2035 Lifetime Blend Portfolio ACWV ($118.24) Holding Chart

2035 Lifetime Blend Portfolio ACWV ($118.24) 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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