Number of Shares
232,522.00
Current Holdings Value*
$27.06 Mil
% of Portfolio
3.04%
Total Estimate Gain
$954,488.73
% of Total Estimate Gain
3.61%

Tanglewood Wealth Management, Inc.'s iShares MSCI Global Min Vol Factor ETF Holding Summary

As of 2025-03-31, Tanglewood Wealth Management, Inc. held 232,522.00 shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling $27.06 Mil. This investment constitutes 3.04% of their stock portfolio, and Tanglewood Wealth Management, Inc. now holds 0.8% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.

The initial trade took place in 2021Q2. And since then Tanglewood Wealth Management, Inc. has made 2 purchases of ACWV, at an average price of $112.89, for a total of 234,507.00 shares. In addition, there have been 1 sales at an average price of $103.15 for 1,985.00 shares. Based on historical transaction data and ACWV's current price of $117.08, Tanglewood Wealth Management, Inc.'s estimated gain on his ACWV holdings is $954,488.73, reflecting a 3.61% gain to date.

Tanglewood Wealth Management, Inc. ACWV ($117.08) Holding Chart

Tanglewood Wealth Management, Inc. ACWV ($117.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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