BCM ADVISORS, LLC USMV Holdings History
BCM ADVISORS, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, BCM ADVISORS, LLC held 33,849.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $3.14 Mil. This investment constitutes 0.71% of their stock portfolio, and BCM ADVISORS, LLC now holds 0.01% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q4. And since then BCM ADVISORS, LLC has made 5 purchases of USMV, at an average price of $62.32, for a total of 802,495.00 shares. In addition, there have been 14 sales at an average price of $67.53 for 768,646.00 shares. Based on historical transaction data and USMV's current price of $93.84, BCM ADVISORS, LLC's estimated gain on his USMV holdings is $5.07 Mil, reflecting a 10.14% gain to date.
BCM ADVISORS, LLC USMV ($93.84) Holding Chart
BCM ADVISORS, LLC USMV ($93.84) 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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