Shore Point Advisors, LLC USMV Holdings History
Shore Point Advisors, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-06-30, Shore Point Advisors, LLC held 67,157.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $6.30 Mil. This investment constitutes 3.03% of their stock portfolio, and Shore Point Advisors, LLC now holds 0.03% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2021Q4. And since then Shore Point Advisors, LLC has made 6 purchases of USMV, at an average price of $77.11, for a total of 74,442.00 shares. In addition, there have been 8 sales at an average price of $82.31 for 7,285.00 shares. Based on historical transaction data and USMV's current price of $92.74, Shore Point Advisors, LLC's estimated gain on his USMV holdings is $1.09 Mil, reflecting a 18.95% gain to date.
Shore Point Advisors, LLC USMV ($92.74) Holding Chart
Shore Point Advisors, LLC USMV ($92.74) 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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