Stewardship Financial Advisors, LLC USMV Holdings History
Stewardship Financial Advisors, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2021-03-31, Stewardship Financial Advisors, LLC held 247,565.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $17.13 Mil. This investment constitutes 6.02% of their stock portfolio, and Stewardship Financial Advisors, LLC now holds 0.07% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2018Q3. And since then Stewardship Financial Advisors, LLC has made 6 purchases of USMV, at an average price of $57.66, for a total of 762,389.00 shares. In addition, there have been 5 sales at an average price of $61.48 for 514,824.00 shares. Based on historical transaction data and USMV's current price of $94.00, Stewardship Financial Advisors, LLC's estimated gain on his USMV holdings is $10.96 Mil, reflecting a 24.93% gain to date.
Stewardship Financial Advisors, LLC USMV ($94.00) Holding Chart
Stewardship Financial Advisors, LLC 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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