2040 Preservation Blend Portfolio ACWV Holdings History
2040 Preservation Blend Portfolio's iShares MSCI Global Min Vol Factor ETF Holding Summary
As of 2023-05-31, 2040 Preservation Blend Portfolio held 67,370.00 shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling $6.49 Mil. This investment constitutes 3.09% of their stock portfolio, and 2040 Preservation Blend Portfolio now holds 0.15% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.
The initial trade took place in 2020Q3. And since then 2040 Preservation Blend Portfolio has made 6 purchases of ACWV, at an average price of $90.80, for a total of 94,006.00 shares. In addition, there have been 5 sales at an average price of $102.62 for 26,636.00 shares. Based on historical transaction data and ACWV's current price of $117.16, 2040 Preservation Blend Portfolio's estimated gain on his ACWV holdings is $2.09 Mil, reflecting a 24.50% gain to date.
2040 Preservation Blend Portfolio ACWV ($117.16) Holding Chart
2040 Preservation Blend Portfolio ACWV ($117.16) 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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