Financial Advisors, LLC USMV Holdings History
Financial Advisors, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Financial Advisors, LLC held 1.11 Mil shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $103.74 Mil. This investment constitutes 20.47% of their stock portfolio, and Financial Advisors, LLC now holds 0.43% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q4. And since then Financial Advisors, LLC has made 21 purchases of USMV, at an average price of $60.44, for a total of 1.13 Mil shares. In addition, there have been 3 sales at an average price of $67.50 for 21,257.00 shares. Based on historical transaction data and USMV's current price of $94.16, Financial Advisors, LLC's estimated gain on his USMV holdings is $37.49 Mil, reflecting a 54.95% gain to date.
Financial Advisors, LLC USMV ($94.16) Holding Chart
Financial Advisors, 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
