Kathleen S. Wright Associates Inc. USMV Holdings History
Kathleen S. Wright Associates Inc.'s iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Kathleen S. Wright Associates Inc. held 62,392.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $5.84 Mil. This investment constitutes 2.42% of their stock portfolio, and Kathleen S. Wright Associates Inc. now holds 0.02% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2021Q4. And since then Kathleen S. Wright Associates Inc. has made 9 purchases of USMV, at an average price of $75.98, for a total of 74,812.00 shares. In addition, there have been 4 sales at an average price of $79.04 for 12,420.00 shares. Based on historical transaction data and USMV's current price of $94.00, Kathleen S. Wright Associates Inc.'s estimated gain on his USMV holdings is $1.16 Mil, reflecting a 20.45% gain to date.
Kathleen S. Wright Associates Inc. USMV ($94.00) Holding Chart
Kathleen S. Wright Associates Inc. USMV ($94.00) 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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