SUMMIT FINANCIAL WEALTH ADVISORS, LLC – iShares MSCI Global Min Vol Factor ETF Transaction History
SUMMIT FINANCIAL WEALTH ADVISORS, LLC portfolio value:
$367,000
portfolio value
SUMMIT FINANCIAL WEALTH ADVISORS, LLC quarter portfolio value change:
-6.29%
quarter
iShares MSCI Global Min Vol Factor ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | -17K | $88.56 | 4.01K | |
| Q2 2022 | share | Decrease | -23.19% | -1.21K shares | -163K | $94.5 | 4.01K |
| Q1 2022 | share | Decrease | -96.27% | -134.87K shares | -14.52M | $104.82 | 5.22K |
| Q4 2021 | share | Increase | +0.11% | 158 shares | 697K | $108.2 | 140.09K |
| Q3 2021 | share | Increase | +1.02% | 1.41K shares | 127K | $102.73 | 139.93K |
| Q2 2021 | share | Increase | +2.32% | 3.14K shares | 1.12M | $102.86 | 138.52K |
| Q1 2021 | share | Decrease | -2.77% | -3.86K shares | 323K | $97.76 | 135.37K |
| Q4 2020 | share | Increase | +1.62% | 2.22K shares | 382K | $96.03 | 139.23K |
| Q3 2020 | share | Decrease | -1.03% | -1.42K shares | 98K | $90.33 | 137.01K |
| Q2 2020 | share | Increase | +302.13% | 104.01K shares | 9.48M | $86.07 | 138.44K |
| Q1 2020 | share | Decrease | -14.28% | -5.73K shares | -1.07M | $78.13 | 34.42K |
| Q4 2019 | share | Increase | +1.50% | 594 shares | 169K | $93.2 | 40.16K |
| Q3 2019 | share | Increase | +1.74% | 678 shares | 164K | $90.8 | 39.56K |
| Q2 2019 | share | Increase | 0.00% | 38.89K shares | 3.58M | $88.28 | 38.89K |