Lester Murray Antman Dba SimplyRich USMV Holdings History
Lester Murray Antman dba SimplyRich's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Lester Murray Antman dba SimplyRich held 211,915.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $19.85 Mil. This investment constitutes 5.81% of their stock portfolio, and Lester Murray Antman dba SimplyRich now holds 0.08% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q4. And since then Lester Murray Antman dba SimplyRich has made 13 purchases of USMV, at an average price of $69.99, for a total of 578,432.00 shares. In addition, there have been 13 sales at an average price of $73.27 for 366,517.00 shares. Based on historical transaction data and USMV's current price of $93.88, Lester Murray Antman dba SimplyRich's estimated gain on his USMV holdings is $6.27 Mil, reflecting a 15.48% gain to date.
Lester Murray Antman dba SimplyRich USMV ($93.88) Holding Chart
Lester Murray Antman dba SimplyRich USMV ($93.88) 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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