Angeles Wealth Management’s iShares MSCI Global Min Vol Factor ETF ACWV Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | 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 | +$1.22M | 0.23% | 58 |
|