Cornerstone Wealth Management, LLC USMV Holdings History
Cornerstone Wealth Management, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Cornerstone Wealth Management, LLC held 257,086.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $24.08 Mil. This investment constitutes 1.63% of their stock portfolio, and Cornerstone Wealth Management, LLC now holds 0.1% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q4. And since then Cornerstone Wealth Management, LLC has made 16 purchases of USMV, at an average price of $63.50, for a total of 598,804.00 shares. In addition, there have been 9 sales at an average price of $74.83 for 341,718.00 shares. Based on historical transaction data and USMV's current price of $92.95, Cornerstone Wealth Management, LLC's estimated gain on his USMV holdings is $11.44 Mil, reflecting a 30.09% gain to date.
Cornerstone Wealth Management, LLC USMV ($92.95) Holding Chart
Cornerstone Wealth Management, 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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