Executive Wealth Management, LLC USMV Holdings History
Executive Wealth Management, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2024-12-31, Executive Wealth Management, LLC held 249,579.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $22.16 Mil. This investment constitutes 1.74% of their stock portfolio, and Executive 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 Executive Wealth Management, LLC has made 9 purchases of USMV, at an average price of $66.69, for a total of 2.01 Mil shares. In addition, there have been 15 sales at an average price of $71.68 for 1.76 Mil shares. Based on historical transaction data and USMV's current price of $93.81, Executive Wealth Management, LLC's estimated gain on his USMV holdings is $15.56 Mil, reflecting a 11.60% gain to date.
Executive Wealth Management, LLC USMV ($93.81) Holding Chart
Executive Wealth Management, LLC USMV ($93.81) 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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