MA Private Wealth USMV Holdings History
MA Private Wealth's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, MA Private Wealth held 89,857.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $8.42 Mil. This investment constitutes 1.58% of their stock portfolio, and MA Private Wealth now holds 0.03% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2019Q3. And since then MA Private Wealth has made 10 purchases of USMV, at an average price of $69.64, for a total of 444,701.00 shares. In addition, there have been 13 sales at an average price of $81.42 for 354,844.00 shares. Based on historical transaction data and USMV's current price of $93.24, MA Private Wealth's estimated gain on his USMV holdings is $6.30 Mil, reflecting a 20.35% gain to date.
MA Private Wealth USMV ($93.24) Holding Chart
MA Private Wealth USMV ($93.24) 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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