Trinity Wealth Management, LLC USMV Holdings History
Trinity Wealth Management, LLC's iShares MSCI USA Min Vol Factor ETF Holding Summary
As of 2025-06-30, Trinity Wealth Management, LLC held 166,388.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $15.62 Mil. This investment constitutes 6.2% of their stock portfolio, and Trinity Wealth Management, LLC now holds 0.07% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.
The initial trade took place in 2019Q4. And since then Trinity Wealth Management, LLC has made 16 purchases of USMV, at an average price of $67.19, for a total of 245,151.00 shares. In addition, there have been 5 sales at an average price of $63.98 for 78,763.00 shares. Based on historical transaction data and USMV's current price of $92.95, Trinity Wealth Management, LLC's estimated gain on his USMV holdings is $4.03 Mil, reflecting a 24.48% gain to date.
Trinity Wealth Management, LLC USMV ($92.95) Holding Chart
Trinity Wealth Management, LLC USMV ($92.95) 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
