Lifestyle Blend Moderate Portfolio ACWV Holdings History
Lifestyle Blend Moderate Portfolio's iShares MSCI Global Min Vol Factor ETF Holding Summary
As of 2025-02-28, Lifestyle Blend Moderate Portfolio held 154,569.00 shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling $17.78 Mil. This investment constitutes 11.07% of their stock portfolio, and Lifestyle Blend Moderate Portfolio now holds 0.54% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.
The initial trade took place in 2020Q3. And since then Lifestyle Blend Moderate Portfolio has made 10 purchases of ACWV, at an average price of $91.46, for a total of 195,454.00 shares. In addition, there have been 8 sales at an average price of $102.56 for 40,885.00 shares. Based on historical transaction data and ACWV's current price of $118.59, Lifestyle Blend Moderate Portfolio's estimated gain on his ACWV holdings is $4.65 Mil, reflecting a 26.00% gain to date.
Lifestyle Blend Moderate Portfolio ACWV ($118.59) Holding Chart
Lifestyle Blend Moderate Portfolio ACWV ($118.59) 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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