Angeles Investment Advisors, LLC quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Angeles Investment Advisors, LLC opened 5 positions, added to 12, reduced 8, sold out of 5 and left 1 unchanged. The largest increase in value was VOO (+$79,549,138); the largest decrease was EFV (-$56,271,798).
- EFV: Country of operation —; Class EAFE VALUE ETF; Shares 2026-03-31 756,850; Shares 2026-06-30 0.
- XLE: Country of operation —; Class STATE STREET ENE; Shares 2026-03-31 584,760; Shares 2026-06-30 0.
- AVDV: Country of operation —; Class INTL SMCP VLU; Shares 2026-03-31 295,050; Shares 2026-06-30 0.
- IJH: Country of operation —; Class CORE S&P MCP ETF; Shares 2026-03-31 137,500; Shares 2026-06-30 0.
Two Form 13F-HR filings compared (SEC CIK 1535695): 2026-03-31 (filed 2026-04-28) and 2026-06-30 (filed 2026-07-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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