Adaptive Financial Consulting, LLC USMV Holdings History
Adaptive Financial Consulting, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Adaptive Financial Consulting, LLC held 218,126.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $20.43 Mil. This investment constitutes 8.75% of their stock portfolio, and Adaptive Financial Consulting, LLC now holds 0.08% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2019Q4. And since then Adaptive Financial Consulting, LLC has made 15 purchases of USMV, at an average price of $66.55, for a total of 247,530.00 shares. In addition, there have been 6 sales at an average price of $77.47 for 29,404.00 shares. Based on historical transaction data and USMV's current price of $93.01, Adaptive Financial Consulting, LLC's estimated gain on his USMV holdings is $6.09 Mil, reflecting a 36.99% gain to date.
Adaptive Financial Consulting, LLC USMV ($93.01) Holding Chart
Adaptive Financial Consulting, LLC USMV ($93.01) 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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