TLA
Tanglewood Legacy 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 | $2.05M | Sell |
21,827
-4,550
| -17% | -$427K | 0.84% | 17 |
|
|
2025
Q1 | $2.47M | Sell |
26,377
-3,424
| -11% | -$321K | 1.08% | 16 |
|
|
2024
Q4 | $2.65M | Sell |
29,801
-330
| -1% | -$29.3K | 1.13% | 16 |
|
|
2024
Q3 | $2.75M | Sell |
30,131
-580
| -2% | -$53K | 1.22% | 14 |
|
|
2024
Q2 | $2.58M | Sell |
30,711
-1,178
| -4% | -$98.9K | 1.22% | 15 |
|
|
2024
Q1 | $2.67M | Sell |
31,889
-837
| -3% | -$70K | 1.31% | 12 |
|
|
2023
Q4 | $2.55M | Sell |
32,726
-213
| -0.6% | -$16.6K | 1.4% | 13 |
|
|
2023
Q3 | $2.38M | Sell |
32,939
-360
| -1% | -$26.1K | 1.43% | 14 |
|
|
2023
Q2 | $2.48M | Buy |
33,299
+16
| +0% | +$1.19K | 1.43% | 15 |
|
|
2023
Q1 | $2.42M | Sell |
33,283
-262
| -0.8% | -$19.1K | 1.54% | 12 |
|
|
2022
Q4 | $2.42M | Buy |
+33,545
| New | +$2.42M | 1.72% | 12 |
|