Ownership history in Darwin Wealth Management, LLC · 21 quarters on record
This page tracks every 13F SEC filing in which Darwin Wealth Management, LLC reported a position in ISHARES TRUST MULTIFACTOR GLBL ETF (GLOF). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 33,383 | -1,501 | -4.3% | 0.55% | $1.8M | $52.78 |
| 2025 Q3 | REDUCED | 34,884 | -1,480 | -4.1% | 0.57% | $1.8M | $51.14 |
| 2025 Q2 | REDUCED | 36,364 | -12,375 | -25.4% | 0.53% | $1.6M | $47.75 |
| 2024 Q3 | REDUCED | 48,739 | -7,064 | -12.7% | 0.60% | $2.2M | $43.28 |
| 2024 Q2 | REDUCED | 55,803 | -2,860 | -4.9% | 1.17% | $2.4M | $40.98 |
| 2024 Q1 | ADDED | 58,663 | +461 | +0.8% | 0.68% | $2.4M | $39.56 |
| 2023 Q4 | REDUCED | 58,202 | -7,584 | -11.5% | 0.59% | $2.2M | $36.25 |
| 2023 Q3 | REDUCED | 65,786 | -3,049 | -4.4% | 0.61% | $2.3M | $32.39 |
| 2023 Q2 | REDUCED | 68,835 | -5,774 | -7.7% | 0.63% | $2.4M | $33.35 |
| 2023 Q1 | REDUCED | 74,609 | -7,526 | -9.2% | 0.69% | $2.5M | $31.37 |
As of 2025 Q4 — sorted by position size