COLTON GROOME FINANCIAL ADVISORS, LLC ACWV Holdings History
COLTON GROOME FINANCIAL ADVISORS, LLC's iShares MSCI Global Min Vol Factor ETF Holding Summary
As of 2025-06-30, COLTON GROOME FINANCIAL ADVISORS, LLC held - shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling N/A. This investment constitutes 0% of their stock portfolio, and COLTON GROOME FINANCIAL ADVISORS, LLC now holds 0% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.
The initial trade took place in 2025Q1. And since then COLTON GROOME FINANCIAL ADVISORS, LLC has made 1 purchases of ACWV, at an average price of $112.99, for a total of 9,555.00 shares. In addition, there have been 1 sales at an average price of $116.44 for 9,555.00 shares. Based on historical transaction data and ACWV's current price of $118.24, COLTON GROOME FINANCIAL ADVISORS, LLC's estimated gain on his ACWV holdings is $32,964.75, reflecting a 3.05% gain to date.
COLTON GROOME FINANCIAL ADVISORS, LLC ACWV ($118.24) Holding Chart
COLTON GROOME FINANCIAL ADVISORS, LLC 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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