Number of Shares
104,920.00
Current Holdings Value*
$10.35 Mil
% of Portfolio
10.31%
Total Estimate Gain
$2.61 Mil
% of Total Estimate Gain
25.07%

Wealthsimple US, Ltd.'s iShares MSCI Global Min Vol Factor ETF Holding Summary

As of 2021-03-31, Wealthsimple US, Ltd. held 104,920.00 shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling $10.35 Mil. This investment constitutes 10.31% of their stock portfolio, and Wealthsimple US, Ltd. now holds 0.22% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.

The initial trade took place in 2019Q4. And since then Wealthsimple US, Ltd. has made 4 purchases of ACWV, at an average price of $93.15, for a total of 111,577.00 shares. In addition, there have been 1 sales at an average price of $97.01 for 6,657.00 shares. Based on historical transaction data and ACWV's current price of $117.74, Wealthsimple US, Ltd.'s estimated gain on his ACWV holdings is $2.61 Mil, reflecting a 25.07% gain to date.

Wealthsimple US, Ltd. ACWV ($117.74) Holding Chart

Wealthsimple US, Ltd. ACWV ($117.74) 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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