TPWM
Twelve Points 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 | $298K | Hold |
2,516
| – | – | 0.08% | 156 |
|
|
2025
Q1 | $293K | Sell |
2,516
-272
| -10% | -$31.7K | 0.08% | 147 |
|
|
2024
Q4 | $304K | Sell |
2,788
-155
| -5% | -$16.9K | 0.09% | 149 |
|
|
2024
Q3 | $337K | Sell |
2,943
-247
| -8% | -$28.3K | 0.11% | 148 |
|
|
2024
Q2 | $334K | Sell |
3,190
-1
| -0% | -$105 | 0.12% | 145 |
|
|
2024
Q1 | $336K | Sell |
3,191
-548
| -15% | -$57.7K | 0.12% | 135 |
|
|
2023
Q4 | $375K | Buy |
+3,739
| New | +$375K | 0.18% | 130 |
|