Hoese & Co LLP USMV Holdings History
Hoese & Co LLP's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Hoese & Co LLP held 43,371.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $4.06 Mil. This investment constitutes 3.52% of their stock portfolio, and Hoese & Co LLP now holds 0.02% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2020Q4. And since then Hoese & Co LLP has made 8 purchases of USMV, at an average price of $69.54, for a total of 56,725.00 shares. In addition, there have been 9 sales at an average price of $82.59 for 13,354.00 shares. Based on historical transaction data and USMV's current price of $92.80, Hoese & Co LLP's estimated gain on his USMV holdings is $1.18 Mil, reflecting a 29.99% gain to date.
Hoese & Co LLP USMV ($92.80) Holding Chart
Hoese & Co LLP USMV ($92.80) 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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