Sequent Asset Management, LLC USMV Holdings History
Sequent Asset Management, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-03-31, Sequent Asset Management, LLC held 64,487.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $6.04 Mil. This investment constitutes 5.11% of their stock portfolio, and Sequent Asset Management, LLC now holds 0.02% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2021Q1. And since then Sequent Asset Management, LLC has made 6 purchases of USMV, at an average price of $71.95, for a total of 90,333.00 shares. In addition, there have been 8 sales at an average price of $79.09 for 25,846.00 shares. Based on historical transaction data and USMV's current price of $93.24, Sequent Asset Management, LLC's estimated gain on his USMV holdings is $1.56 Mil, reflecting a 23.96% gain to date.
Sequent Asset Management, LLC USMV ($93.24) Holding Chart
Sequent Asset Management, LLC USMV ($93.24) 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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