MorganRosel Wealth Management, LLC USMV Holdings History
MorganRosel Wealth Management, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, MorganRosel Wealth Management, LLC held 101,661.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $9.52 Mil. This investment constitutes 2.89% of their stock portfolio, and MorganRosel Wealth Management, LLC now holds 0.04% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q4. And since then MorganRosel Wealth Management, LLC has made 12 purchases of USMV, at an average price of $64.49, for a total of 197,259.00 shares. In addition, there have been 13 sales at an average price of $66.47 for 95,598.00 shares. Based on historical transaction data and USMV's current price of $92.95, MorganRosel Wealth Management, LLC's estimated gain on his USMV holdings is $3.08 Mil, reflecting a 24.23% gain to date.
MorganRosel Wealth Management, LLC USMV ($92.95) Holding Chart
MorganRosel Wealth Management, LLC USMV ($92.95) 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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