MAGNOLIA CAPITAL ADVISORS LLC USMV Holdings History
MAGNOLIA CAPITAL ADVISORS LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, MAGNOLIA CAPITAL ADVISORS LLC held 111,121.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $10.41 Mil. This investment constitutes 2.83% of their stock portfolio, and MAGNOLIA CAPITAL ADVISORS LLC now holds 0.04% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2019Q4. And since then MAGNOLIA CAPITAL ADVISORS LLC has made 10 purchases of USMV, at an average price of $76.88, for a total of 246,508.00 shares. In addition, there have been 11 sales at an average price of $69.00 for 135,387.00 shares. Based on historical transaction data and USMV's current price of $93.97, MAGNOLIA CAPITAL ADVISORS LLC's estimated gain on his USMV holdings is $831,809.65, reflecting a 4.39% gain to date.
MAGNOLIA CAPITAL ADVISORS LLC USMV ($93.97) Holding Chart
MAGNOLIA CAPITAL ADVISORS LLC 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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