Number of Shares
62,392.00
Current Holdings Value*
$5.84 Mil
% of Portfolio
2.42%
Total Estimate Gain
$1.16 Mil
% of Total Estimate Gain
20.42%

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 $93.97, Kathleen S. Wright Associates Inc.'s estimated gain on his USMV holdings is $1.16 Mil, reflecting a 20.42% gain to date.

Kathleen S. Wright Associates Inc. USMV ($93.97) Holding Chart

Kathleen S. Wright Associates Inc. USMV ($93.97) 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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