Clarfeld Financial Advisors, LLC USMV Holdings History
Number of Shares
108,227.00
Current Holdings Value*
$5.67 Mil
% of Portfolio
4.82%
Total Estimate Gain
$4.12 Mil
% of Total Estimate Gain
69.37%
Clarfeld Financial Advisors, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2018-12-31, Clarfeld Financial Advisors, LLC held 108,227.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $5.67 Mil. This investment constitutes 4.82% of their stock portfolio, and Clarfeld Financial Advisors, LLC now holds 0.03% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q4. Based on historical transaction data and USMV's current price of $92.95, Clarfeld Financial Advisors, LLC's estimated gain on his USMV holdings is $4.12 Mil, reflecting a 69.37% gain to date.
Clarfeld Financial Advisors, LLC USMV ($92.95) Holding Chart
Clarfeld Financial Advisors, LLC 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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