Epstein & White Financial LLC MTUM Holdings History
Epstein & White Financial LLC's iShares MSCI USA Momentum Factor ETF Holding Summary
As of 2021-06-30, Epstein & White Financial LLC held 77,021.00 shares of iShares MSCI USA Momentum Factor ETF(MTUM), totaling $13.40 Mil. This investment constitutes 3.54% of their stock portfolio, and Epstein & White Financial LLC now holds 0.11% of the outstanding iShares MSCI USA Momentum Factor ETF(MTUM) stock.
The initial trade took place in 2018Q2. And since then Epstein & White Financial LLC has made 4 purchases of MTUM, at an average price of $143.31, for a total of 94,565.00 shares. In addition, there have been 4 sales at an average price of $111.77 for 17,544.00 shares. Based on historical transaction data and MTUM's current price of $239.37, Epstein & White Financial LLC's estimated gain on his MTUM holdings is $6.85 Mil, reflecting a 50.51% gain to date.
Epstein & White Financial LLC MTUM ($239.37) Holding Chart
Epstein & White Financial LLC MTUM ($239.37) 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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