Number of Shares
45,086.00
Current Holdings Value*
$2.87 Mil
% of Portfolio
6.61%
Total Estimate Gain
$1.53 Mil
% of Total Estimate Gain
38.55%

Secrest Blakey & Associates, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2020-09-30, Secrest Blakey & Associates, LLC held 45,086.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $2.87 Mil. This investment constitutes 6.61% of their stock portfolio, and Secrest Blakey & Associates, LLC now holds 0.01% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.

The initial trade took place in 2018Q3. And since then Secrest Blakey & Associates, LLC has made 6 purchases of USMV, at an average price of $61.28, for a total of 64,667.00 shares. In addition, there have been 3 sales at an average price of $64.25 for 19,581.00 shares. Based on historical transaction data and USMV's current price of $93.87, Secrest Blakey & Associates, LLC's estimated gain on his USMV holdings is $1.53 Mil, reflecting a 38.55% gain to date.

Secrest Blakey & Associates, LLC USMV ($93.87) Holding Chart

Secrest Blakey & Associates, LLC USMV ($93.87) 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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