TWA
Talisman Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $405K | Buy |
4,312
+1
| +0% | +$94 | 0.37% | 66 |
|
|
2025
Q1 | $404K | Hold |
4,311
| – | – | 0.41% | 61 |
|
|
2024
Q4 | $383K | Sell |
4,311
-21
| -0.5% | -$1.86K | 0.41% | 62 |
|
|
2024
Q3 | $395K | Hold |
4,332
| – | – | 0.42% | 59 |
|
|
2024
Q2 | $364K | Sell |
4,332
-148
| -3% | -$12.4K | 0.42% | 60 |
|
|
2024
Q1 | $374K | Hold |
4,480
| – | – | 0.47% | 58 |
|
|
2023
Q4 | $350K | Buy |
4,480
+25
| +0.6% | +$1.95K | 0.52% | 58 |
|
|
2023
Q3 | $322K | Buy |
4,455
+7
| +0.2% | +$507 | 0.56% | 56 |
|
|
2023
Q2 | $331K | Sell |
4,448
-304
| -6% | -$22.6K | 0.56% | 60 |
|
|
2023
Q1 | $346K | Buy |
4,752
+1
| +0% | +$73 | 0.63% | 54 |
|
|
2022
Q4 | $343K | Buy |
+4,751
| New | +$343K | 0.73% | 45 |
|