TWM
Tanglewood Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $607K | Sell |
5,119
-227,403
| -98% | -$27M | 0.06% | 28 |
|
|
2025
Q1 | $27.1M | Buy |
+232,522
| New | +$27.1M | 3.04% | 12 |
|
|
2022
Q1 | – | Sell |
-1,985
| Closed | -$215K | – | 31 |
|
|
2021
Q4 | $215K | Hold |
1,985
| – | – | 0.04% | 27 |
|
|
2021
Q3 | $204K | Hold |
1,985
| – | – | 0.04% | 23 |
|
|
2021
Q2 | $204K | Buy |
+1,985
| New | +$204K | 0.04% | 22 |
|