TCWA
Turtle Creek Wealth 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 | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.31M | Sell |
36,349
-3,176
| -8% | -$377K | 0.51% | 57 |
|
|
2025
Q1 | $4.6M | Hold |
39,525
| – | – | 0.69% | 50 |
|
|
2024
Q4 | $4.32M | Hold |
39,525
| – | – | 1% | 32 |
|
|
2024
Q3 | $4.53M | Hold |
39,525
| – | – | 0.91% | 44 |
|
|
2024
Q2 | $4.14M | Sell |
39,525
-3,776
| -9% | -$395K | 0.96% | 42 |
|
|
2024
Q1 | $4.56M | Sell |
43,301
-483
| -1% | -$50.8K | 1.12% | 31 |
|
|
2023
Q4 | $4.39M | Buy |
+43,784
| New | +$4.39M | 1.29% | 16 |
|