Number of Shares
362,245.00
Current Holdings Value*
$32.96 Mil
% of Portfolio
8.48%
Total Estimate Gain
$15.72 Mil
% of Total Estimate Gain
37.45%

Halpern Financial, Inc.'s iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2024-09-30, Halpern Financial, Inc. held 362,245.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $32.96 Mil. This investment constitutes 8.48% of their stock portfolio, and Halpern Financial, Inc. now holds 0.13% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.

The initial trade took place in 2019Q4. And since then Halpern Financial, Inc. has made 8 purchases of USMV, at an average price of $60.94, for a total of 688,690.00 shares. In addition, there have been 7 sales at an average price of $73.56 for 326,445.00 shares. Based on historical transaction data and USMV's current price of $92.95, Halpern Financial, Inc.'s estimated gain on his USMV holdings is $15.72 Mil, reflecting a 37.45% gain to date.

Halpern Financial, Inc. USMV ($92.95) Holding Chart

Halpern Financial, Inc. USMV ($92.95) 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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