TFG
Tilson Financial Group’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
-35,763
| Closed | -$3.77M | – | 38 |
|
|
2024
Q1 | $3.77M | Buy |
35,763
+1,294
| +4% | +$136K | 2.02% | 16 |
|
|
2023
Q4 | $3.46M | Buy |
34,469
+307
| +0.9% | +$30.8K | 2.23% | 14 |
|
|
2023
Q3 | $3.26M | Buy |
+34,162
| New | +$3.26M | 2.56% | 13 |
|
|
2023
Q2 | – | Sell |
-33,453
| Closed | -$3.24M | – | 30 |
|
|
2023
Q1 | $3.24M | Buy |
33,453
+319
| +1% | +$30.9K | 2.64% | 14 |
|
|
2022
Q4 | $3.15M | Buy |
+33,134
| New | +$3.15M | 2.68% | 14 |
|