TNA
True North Advisors’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
Q1 | – | Sell |
-2,141
| Closed | -$215K | – | 197 |
|
|
2023
Q4 | $215K | Buy |
+2,141
| New | +$215K | 0.06% | 178 |
|
|
2022
Q4 | – | Sell |
-5,178
| Closed | -$458K | – | 173 |
|
|
2022
Q3 | $458K | Hold |
5,178
| – | – | 0.15% | 118 |
|
|
2022
Q2 | $489K | Buy |
5,178
+143
| +3% | +$13.5K | 0.15% | 122 |
|
|
2022
Q1 | $527K | Buy |
+5,035
| New | +$527K | 0.14% | 122 |
|