Tanglewood Legacy Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $2.05M | Sell |
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|
2025
Q1 | $2.47M | Sell |
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|
2024
Q4 | $2.65M | Sell |
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|
2024
Q3 | $2.75M | Sell |
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2024
Q2 | $2.58M | Sell |
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|
2024
Q1 | $2.67M | Sell |
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|
2023
Q4 | $2.55M | Sell |
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|
2023
Q3 | $2.38M | Sell |
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|
2023
Q2 | $2.48M | Buy |
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|
2023
Q1 | $2.42M | Sell |
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|
2022
Q4 | $2.42M | Buy |
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