Independence Asset Advisors, LLC USMV Holdings History
Independence Asset Advisors, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Independence Asset Advisors, LLC held 10,287.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $963,500.00. This investment constitutes 3.12% of their stock portfolio, and Independence Asset Advisors, LLC now holds 0% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2025Q1. And since then Independence Asset Advisors, LLC has made 1 purchases of USMV, at an average price of $92.03, for a total of 10,287.00 shares. Based on historical transaction data and USMV's current price of $92.95, Independence Asset Advisors, LLC's estimated gain on his USMV holdings is $9,464.04, reflecting a 1.00% gain to date.
Independence Asset Advisors, LLC USMV ($92.95) Holding Chart
Independence Asset Advisors, LLC 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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