Epstein & White Financial LLC USMV Holdings History
Epstein & White Financial LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2021-06-30, Epstein & White Financial LLC held 181,063.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $13.31 Mil. This investment constitutes 3.51% of their stock portfolio, and Epstein & White Financial LLC now holds 0.05% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q3. And since then Epstein & White Financial LLC has made 8 purchases of USMV, at an average price of $60.05, for a total of 427,704.00 shares. In addition, there have been 4 sales at an average price of $64.58 for 246,641.00 shares. Based on historical transaction data and USMV's current price of $94.16, Epstein & White Financial LLC's estimated gain on his USMV holdings is $7.29 Mil, reflecting a 28.39% gain to date.
Epstein & White Financial LLC USMV ($94.16) Holding Chart
Epstein & White Financial LLC USMV ($94.16) 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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