TWM
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TMD Wealth Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

TMD Wealth Management’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-284,756
Closed -$19.7M – 43
2021
Q1 		$19.7M Sell
284,756
-9,876
-3% -$683K 9.36% 6
2020
Q4 		$20M Buy
+294,632
New +$20M 11.21% 2