Number of Shares
132,198.00
Current Holdings Value*
$12.41 Mil
% of Portfolio
3.1%
Total Estimate Gain
$4.64 Mil
% of Total Estimate Gain
42.18%

White Pine Investment CO's iShares MSCI USA Min Vol Factor ETF Holding Summary

As of 2025-06-30, White Pine Investment CO held 132,198.00 shares of iShares MSCI USA Min Vol Factor ETF(USMV), totaling $12.41 Mil. This investment constitutes 3.1% of their stock portfolio, and White Pine Investment CO now holds 0.05% of the outstanding iShares MSCI USA Min Vol Factor ETF(USMV) stock.

The initial trade took place in 2019Q4. And since then White Pine Investment CO has made 8 purchases of USMV, at an average price of $64.10, for a total of 171,570.00 shares. In addition, there have been 15 sales at an average price of $81.53 for 39,372.00 shares. Based on historical transaction data and USMV's current price of $94.00, White Pine Investment CO's estimated gain on his USMV holdings is $4.64 Mil, reflecting a 42.18% gain to date.

White Pine Investment CO USMV ($94.00) Holding Chart

White Pine Investment CO 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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