Symmetry Panoramic Tax-Managed Global Equity Fund USMV Holdings History
Symmetry Panoramic Tax-Managed Global Equity Fund's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-02-28, Symmetry Panoramic Tax-Managed Global Equity Fund held 24,000.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $2.27 Mil. This investment constitutes 3.35% of their stock portfolio, and Symmetry Panoramic Tax-Managed Global Equity Fund now holds 0.01% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2025Q1. And since then Symmetry Panoramic Tax-Managed Global Equity Fund has made 1 purchases of USMV, at an average price of $91.50, for a total of 24,000.00 shares. Based on historical transaction data and USMV's current price of $93.97, Symmetry Panoramic Tax-Managed Global Equity Fund's estimated gain on his USMV holdings is $59,280.00, reflecting a 2.70% gain to date.
Symmetry Panoramic Tax-Managed Global Equity Fund USMV ($93.97) Holding Chart
Symmetry Panoramic Tax-Managed Global Equity Fund USMV ($93.97) 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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