Twin Peaks Wealth Advisors’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$6.42K Buy
+69
New +$6.42K ﹤0.01% 1168
2024
Q2
Sell
-2,901
Closed -$242K 136
2024
Q1
$242K Sell
2,901
-1,531
-35% -$128K 0.13% 114
2023
Q4
$346K Buy
+4,432
New +$346K 0.22% 90