Number of Shares
52,047.00
Current Holdings Value*
$3.75 Mil
% of Portfolio
2.34%
Total Estimate Gain
$1.32 Mil
% of Total Estimate Gain
30.19%

Bickling Financial Services, Inc.'s iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2022-12-31, Bickling Financial Services, Inc. held 52,047.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $3.75 Mil. This investment constitutes 2.34% of their stock portfolio, and Bickling Financial Services, Inc. now holds 0.01% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.

The initial trade took place in 2020Q4. And since then Bickling Financial Services, Inc. has made 1 purchases of USMV, at an average price of $68.45, for a total of 63,716.00 shares. In addition, there have been 7 sales at an average price of $71.98 for 11,669.00 shares. Based on historical transaction data and USMV's current price of $92.95, Bickling Financial Services, Inc.'s estimated gain on his USMV holdings is $1.32 Mil, reflecting a 30.19% gain to date.

Bickling Financial Services, Inc. USMV ($92.95) Holding Chart

Bickling Financial Services, 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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