Number of Shares
472,229.00
Current Holdings Value*
$34.05 Mil
% of Portfolio
8.11%
Total Estimate Gain
$17.92 Mil
% of Total Estimate Gain
24.04%

Sanford Advisory Services, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2022-12-31, Sanford Advisory Services, LLC held 472,229.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $34.05 Mil. This investment constitutes 8.11% of their stock portfolio, and Sanford Advisory Services, LLC now holds 0.11% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.

The initial trade took place in 2020Q4. And since then Sanford Advisory Services, LLC has made 2 purchases of USMV, at an average price of $64.35, for a total of 1.16 Mil shares. In addition, there have been 6 sales at an average price of $70.19 for 686,011.00 shares. Based on historical transaction data and USMV's current price of $93.80, Sanford Advisory Services, LLC's estimated gain on his USMV holdings is $17.92 Mil, reflecting a 24.04% gain to date.

Sanford Advisory Services, LLC USMV ($93.80) Holding Chart

Sanford Advisory Services, LLC USMV ($93.80) 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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