Acorn Wealth Advisors, LLC USMV Holdings History
Acorn Wealth Advisors, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Acorn Wealth Advisors, LLC held 46,076.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $4.32 Mil. This investment constitutes 1.8% of their stock portfolio, and Acorn Wealth Advisors, LLC now holds 0.02% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q3. And since then Acorn Wealth Advisors, LLC has made 8 purchases of USMV, at an average price of $57.28, for a total of 225,102.00 shares. In addition, there have been 19 sales at an average price of $70.15 for 179,026.00 shares. Based on historical transaction data and USMV's current price of $92.95, Acorn Wealth Advisors, LLC's estimated gain on his USMV holdings is $3.95 Mil, reflecting a 30.61% gain to date.
Acorn Wealth Advisors, LLC USMV ($92.95) Holding Chart
Acorn Wealth Advisors, LLC USMV ($92.95) 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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