Colonial Trust Advisors USMV Holdings History
Colonial Trust Advisors's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Colonial Trust Advisors held 54,620.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $5.12 Mil. This investment constitutes 0.46% of their stock portfolio, and Colonial Trust Advisors now holds 0.02% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2024Q3. And since then Colonial Trust Advisors has made 2 purchases of USMV, at an average price of $89.48, for a total of 54,620.00 shares. Based on historical transaction data and USMV's current price of $92.74, Colonial Trust Advisors's estimated gain on his USMV holdings is $178,177.60, reflecting a 3.65% gain to date.
Colonial Trust Advisors USMV ($92.74) Holding Chart
Colonial Trust Advisors USMV ($92.74) 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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