SIM U.S. Managed Accumulation Fund USMV Holdings History
SIM U.S. Managed Accumulation Fund's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2022-01-31, World Funds Trust held 4,350.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $330,860.00. This investment constitutes 100% of their stock portfolio, and World Funds Trust now holds 0% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2021Q4. And since then SIM U.S. Managed Accumulation Fund has made 1 purchases of USMV, at an average price of $75.88, for a total of 4,350.00 shares. Based on historical transaction data and USMV's current price of $94.00, SIM U.S. Managed Accumulation Fund's estimated gain on his USMV holdings is $78,822.00, reflecting a 23.88% gain to date.
SIM U.S. Managed Accumulation Fund USMV ($94.00) Holding Chart
SIM U.S. Managed Accumulation Fund 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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