Number of Shares
83,921.00
Current Holdings Value*
$9.65 Mil
% of Portfolio
9.37%
Total Estimate Gain
$3.56 Mil
% of Total Estimate Gain
21.96%

Lifestyle Blend Aggressive Portfolio's iShares MSCI Global Min Vol Factor ETF Holding Summary

As of 2025-02-28, Lifestyle Blend Aggressive Portfolio held 83,921.00 shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling $9.65 Mil. This investment constitutes 9.37% of their stock portfolio, and Lifestyle Blend Aggressive Portfolio now holds 0.29% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.

The initial trade took place in 2020Q3. And since then Lifestyle Blend Aggressive Portfolio has made 10 purchases of ACWV, at an average price of $89.98, for a total of 180,426.00 shares. In addition, there have been 8 sales at an average price of $101.80 for 96,505.00 shares. Based on historical transaction data and ACWV's current price of $118.86, Lifestyle Blend Aggressive Portfolio's estimated gain on his ACWV holdings is $3.56 Mil, reflecting a 21.96% gain to date.

Lifestyle Blend Aggressive Portfolio ACWV ($118.86) Holding Chart

Lifestyle Blend Aggressive Portfolio ACWV ($118.86) 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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