Number of Shares
20,704.00
Current Holdings Value*
$2.41 Mil
% of Portfolio
1.77%
Total Estimate Gain
$87,517.88
% of Total Estimate Gain
3.74%

Algorithmic Investment Models, LLC's iShares MSCI Global Min Vol Factor ETF Holding Summary

As of 2025-03-31, Algorithmic Investment Models, LLC held 20,704.00 shares of iShares MSCI Global Min Vol Factor ETF(ACWV), totaling $2.41 Mil. This investment constitutes 1.77% of their stock portfolio, and Algorithmic Investment Models, LLC now holds 0.07% of the outstanding iShares MSCI Global Min Vol Factor ETF(ACWV) stock.

The initial trade took place in 2025Q1. And since then Algorithmic Investment Models, LLC has made 1 purchases of ACWV, at an average price of $112.99, for a total of 20,704.00 shares. Based on historical transaction data and ACWV's current price of $117.22, Algorithmic Investment Models, LLC's estimated gain on his ACWV holdings is $87,517.88, reflecting a 3.74% gain to date.

Algorithmic Investment Models, LLC ACWV ($117.22) Holding Chart

Algorithmic Investment Models, LLC ACWV ($117.22) 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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