Number of Shares
241,062.00
Current Holdings Value*
$22.58 Mil
% of Portfolio
5.99%
Total Estimate Gain
$10.64 Mil
% of Total Estimate Gain
23.45%

Pacific Center for Financial Services's iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2025-03-31, Pacific Center for Financial Services held 241,062.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $22.58 Mil. This investment constitutes 5.99% of their stock portfolio, and Pacific Center for Financial Services 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 Pacific Center for Financial Services has made 16 purchases of USMV, at an average price of $64.29, for a total of 706,139.00 shares. In addition, there have been 10 sales at an average price of $71.74 for 465,077.00 shares. Based on historical transaction data and USMV's current price of $94.06, Pacific Center for Financial Services's estimated gain on his USMV holdings is $10.64 Mil, reflecting a 23.45% gain to date.

Pacific Center for Financial Services USMV ($94.06) Holding Chart

Pacific Center for Financial Services USMV ($94.06) 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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