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

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Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return

Manulife (Manufacturers Life Insurance)

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

1832 Asset Management

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Citadel Advisors

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return