Lifestyle Blend Balanced Portfolio ACWV Holdings History
Lifestyle Blend Balanced Portfolio's iShares MSCI Global Min Vol Factor ETF Holding Summary
As of 2025-02-28, Lifestyle Blend Balanced Portfolio held 404,054.00 shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling $46.48 Mil. This investment constitutes 11.75% of their stock portfolio, and Lifestyle Blend Balanced Portfolio now holds 1.42% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.
The initial trade took place in 2020Q3. And since then Lifestyle Blend Balanced Portfolio has made 8 purchases of ACWV, at an average price of $89.52, for a total of 554,566.00 shares. In addition, there have been 9 sales at an average price of $102.93 for 150,512.00 shares. Based on historical transaction data and ACWV's current price of $117.39, Lifestyle Blend Balanced Portfolio's estimated gain on his ACWV holdings is $13.28 Mil, reflecting a 26.75% gain to date.
Lifestyle Blend Balanced Portfolio ACWV ($117.39) Holding Chart
Lifestyle Blend Balanced Portfolio ACWV ($117.39) 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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