Angeles Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History

Angeles Wealth Management’s Portfolio ACWV Stock Details ACWV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-11,657	Closed	-$1.22M	–	329
2024 Q2	$1.22M	Hold	11,657	–	–	0.11%	64
2024 Q1	$1.23M	Hold	11,657	–	–	0.12%	61
2023 Q4	$1.17M	Hold	11,657	–	–	0.14%	61
2023 Q3	$1.11M	Hold	11,657	–	–	0.16%	54
2023 Q2	$1.14M	Hold	11,657	–	–	0.16%	64
2023 Q1	$1.13M	Hold	11,657	–	–	0.17%	63
2022 Q4	$1.11M	Hold	11,657	–	–	0.19%	63
2022 Q3	$1.03M	Hold	11,657	–	–	0.2%	57
2022 Q2	$1.1M	Hold	11,657	–	–	0.22%	53
2022 Q1	$1.22M	Buy	+11,657	New	+$1.2M	0.23%	58

Other funds holding ACWV

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Aspiriant LLC Los Angeles, California $4.05B AUM 19.01% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Angeles Wealth Management's ACWV Position: Q3 2024 in Review

Angeles Wealth Management sold out of iShares MSCI Global Min Vol Factor ETF (ACWV) in Q3 2024, closing a stake of 11,657 shares — an estimated $1.22M sold.

Angeles Wealth Management first reported a position in ACWV in Q1 2022 and held it in 10 quarters. The position peaked at $1.23M in Q1 2024. 311 funds tracked by Wall St. Rank hold ACWV as of Q3 2024.

Angeles Wealth Management reported no remaining iShares MSCI Global Min Vol Factor ETF position as of Q3 2024 after selling out during the quarter.
Angeles Wealth Management sold 11,657 iShares MSCI Global Min Vol Factor ETF shares in Q3 2024, an estimated $1.22M.
Angeles Wealth Management first reported a position in iShares MSCI Global Min Vol Factor ETF in Q1 2022 and held it in 10 quarters.
Angeles Wealth Management's iShares MSCI Global Min Vol Factor ETF position peaked at $1.23M in Q1 2024.
311 funds tracked by Wall St. Rank held iShares MSCI Global Min Vol Factor ETF as of Q3 2024.

Based on Angeles Wealth Management's 13F filing for Q3 2024, filed 29 Oct 2024.