BIRCHBROOK, INC. USMV Holdings History
BIRCHBROOK, INC.'s iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, BIRCHBROOK, INC. held 131,480.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $12.31 Mil. This investment constitutes 6.92% of their stock portfolio, and BIRCHBROOK, INC. now holds 0.05% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2023Q4. And since then BIRCHBROOK, INC. has made 5 purchases of USMV, at an average price of $79.82, for a total of 131,480.00 shares. Based on historical transaction data and USMV's current price of $92.95, BIRCHBROOK, INC.'s estimated gain on his USMV holdings is $1.73 Mil, reflecting a 16.45% gain to date.
BIRCHBROOK, INC. USMV ($92.95) Holding Chart
BIRCHBROOK, INC. 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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