Symmetry Panoramic Global Equity Fund USMV Holdings History
Symmetry Panoramic Global Equity Fund's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-02-28, Symmetry Panoramic Trust held 76,000.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $7.19 Mil. This investment constitutes 2.39% of their stock portfolio, and Symmetry Panoramic Trust now holds 0.03% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2024Q3. And since then Symmetry Panoramic Global Equity Fund has made 2 purchases of USMV, at an average price of $86.18, for a total of 76,000.00 shares. Based on historical transaction data and USMV's current price of $92.74, Symmetry Panoramic Global Equity Fund's estimated gain on his USMV holdings is $498,880.00, reflecting a 7.62% gain to date.
Symmetry Panoramic Global Equity Fund USMV ($92.74) Holding Chart
Symmetry Panoramic Global Equity Fund 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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