BARRETT & COMPANY, INC. USMV Holdings History
BARRETT & COMPANY, INC.'s iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-06-30, BARRETT & COMPANY, INC. held 158,643.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $14.89 Mil. This investment constitutes 5.58% of their stock portfolio, and BARRETT & COMPANY, INC. now holds 0.06% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2022Q3. And since then BARRETT & COMPANY, INC. has made 7 purchases of USMV, at an average price of $74.40, for a total of 163,352.00 shares. In addition, there have been 2 sales at an average price of $81.14 for 4,709.00 shares. Based on historical transaction data and USMV's current price of $93.97, BARRETT & COMPANY, INC.'s estimated gain on his USMV holdings is $3.14 Mil, reflecting a 25.81% gain to date.
BARRETT & COMPANY, INC. USMV ($93.97) Holding Chart
BARRETT & COMPANY, INC. USMV ($93.97) 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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