Fragasso Financial Advisors Inc USMV Holdings History
Fragasso Financial Advisors Inc's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-06-30, Fragasso Financial Advisors Inc held 50,635.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $4.75 Mil. This investment constitutes 0.32% of their stock portfolio, and Fragasso Financial Advisors Inc now holds 0.02% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q3. And since then Fragasso Financial Advisors Inc has made 17 purchases of USMV, at an average price of $58.49, for a total of 693,764.00 shares. In addition, there have been 10 sales at an average price of $87.08 for 643,129.00 shares. Based on historical transaction data and USMV's current price of $92.18, Fragasso Financial Advisors Inc's estimated gain on his USMV holdings is $20.10 Mil, reflecting a 49.53% gain to date.
Fragasso Financial Advisors Inc USMV ($92.18) Holding Chart
Fragasso Financial Advisors Inc USMV ($92.18) 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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