Number of Shares
219,895.00
Current Holdings Value*
$20.60 Mil
% of Portfolio
2.21%
Total Estimate Gain
$15.52 Mil
% of Total Estimate Gain
37.25%

MV Capital Management, Inc.'s iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2025-03-31, MV Capital Management, Inc. held 219,895.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $20.60 Mil. This investment constitutes 2.21% of their stock portfolio, and MV Capital Management, Inc. now holds 0.09% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.

The initial trade took place in 2018Q3. And since then MV Capital Management, Inc. has made 6 purchases of USMV, at an average price of $56.28, for a total of 740,168.00 shares. In addition, there have been 21 sales at an average price of $70.17 for 520,273.00 shares. Based on historical transaction data and USMV's current price of $94.00, MV Capital Management, Inc.'s estimated gain on his USMV holdings is $15.52 Mil, reflecting a 37.25% gain to date.

MV Capital Management, Inc. USMV ($94.00) Holding Chart

MV Capital Management, 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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