SAXON INTERESTS, INC. USMV Holdings History
SAXON INTERESTS, INC.'s iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, SAXON INTERESTS, INC. held 37,641.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $3.53 Mil. This investment constitutes 1.65% of their stock portfolio, and SAXON INTERESTS, INC. now holds 0.01% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2021Q4. And since then SAXON INTERESTS, INC. has made 4 purchases of USMV, at an average price of $78.74, for a total of 108,185.00 shares. In addition, there have been 9 sales at an average price of $75.23 for 70,544.00 shares. Based on historical transaction data and USMV's current price of $92.56, SAXON INTERESTS, INC.'s estimated gain on his USMV holdings is $273,049.56, reflecting a 3.21% gain to date.
SAXON INTERESTS, INC. USMV ($92.56) Holding Chart
SAXON INTERESTS, INC. USMV ($92.56) 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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