New Edge Wealth, LLC Ishares Msci Global Min Vol Fa Transaction History

New Edge Wealth, LLC

$5.59 Billion
Q4 2024

A detailed history of New Edge Wealth, LLC transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, New Edge Wealth, LLC holds 13,266 shares of ACWV stock, worth $1.5 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,266

Previous 13,590 2.38%

Holding current value

$1.5 Million

Previous $1.56 Million 6.94%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 04, 2025	SELL	$108.6 - $115.42 $35,186 - $37,396	-324 Reduced 2.38%	13,266 $1.45 Million
Q3 2024 Nov 12, 2024	BUY	$104.5 - $114.97 $2,090 - $2,299	20 Added 0.15%	13,590 $1.56 Million
Q2 2024 Aug 01, 2024	SELL	$100.94 - $106.2 $2,523 - $2,655	-25 Reduced 0.18%	13,570 $1.42 Million
Q1 2024 May 06, 2024	BUY	$100.31 - $105.34 $16,852 - $17,697	168 Added 1.25%	13,595 $1.43 Million
Q4 2023 Jan 29, 2024	BUY	$93.0 - $101.11 $1.25 Million - $1.36 Million	13,427 New	13,427 $1.35 Million
Q3 2022 Nov 14, 2022	BUY	$88.56 - $100.05 $220,248 - $248,824	2,487 New	2,487 $220,000

Others Institutions Holding ACWV

# of Institutions

349

Shares Held

22.1M

Call Options Held

2.5K

Put Options Held

1.8K

View Full List

About ISHARES MSCI GLOBAL MIN VOL FA

Ticker ACWV
Sector ETFs
Industry ETFs

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New Edge Wealth, LLC Ishares Msci Global Min Vol Fa Transaction History