Number of Shares
12,151.00
Current Holdings Value*
$1.14 Mil
% of Portfolio
0.63%
Total Estimate Gain
$41,158.26
% of Total Estimate Gain
3.74%

Cascades Capital Asset Management, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2025-03-31, Cascades Capital Asset Management, LLC held 12,151.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $1.14 Mil. This investment constitutes 0.63% of their stock portfolio, and Cascades Capital Asset Management, LLC now holds 0% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.

The initial trade took place in 2024Q3. And since then Cascades Capital Asset Management, LLC has made 1 purchases of USMV, at an average price of $90.53, for a total of 12,151.00 shares. Based on historical transaction data and USMV's current price of $93.92, Cascades Capital Asset Management, LLC's estimated gain on his USMV holdings is $41,158.26, reflecting a 3.74% gain to date.

Cascades Capital Asset Management, LLC USMV ($93.92) Holding Chart

Cascades Capital Asset Management, LLC USMV ($93.92) 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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