Cardinal Point Wealth Management LLC USMV Holdings History
Cardinal Point Wealth Management LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2021-09-30, Cardinal Point Wealth Management LLC held 194,567.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $14.30 Mil. This investment constitutes 6.72% of their stock portfolio, and Cardinal Point Wealth Management LLC now holds 0.05% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2020Q4. And since then Cardinal Point Wealth Management LLC has made 1 purchases of USMV, at an average price of $65.29, for a total of 341,958.00 shares. In addition, there have been 2 sales at an average price of $67.24 for 147,391.00 shares. Based on historical transaction data and USMV's current price of $94.00, Cardinal Point Wealth Management LLC's estimated gain on his USMV holdings is $5.87 Mil, reflecting a 26.30% gain to date.
Cardinal Point Wealth Management LLC USMV ($94.00) Holding Chart
Cardinal Point Wealth Management LLC USMV ($94.00) 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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