Carroll Financial Associates, Inc. USMV Holdings History
Carroll Financial Associates, Inc.'s iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2021-12-31, Carroll Financial Associates, Inc. held 1.82 Mil shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $146.35 Mil. This investment constitutes 7.86% of their stock portfolio, and Carroll Financial Associates, Inc. now holds 0.49% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q3. And since then Carroll Financial Associates, Inc. has made 6 purchases of USMV, at an average price of $56.79, for a total of 2.32 Mil shares. In addition, there have been 8 sales at an average price of $64.95 for 500,653.00 shares. Based on historical transaction data and USMV's current price of $94.22, Carroll Financial Associates, Inc.'s estimated gain on his USMV holdings is $72.06 Mil, reflecting a 54.76% gain to date.
Carroll Financial Associates, Inc. USMV ($94.22) Holding Chart
Carroll Financial Associates, Inc. USMV ($94.22) 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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