Ascent Wealth Partners, LLC IQLT Holdings History
Ascent Wealth Partners, LLC's iShares MSCI Intl Quality Factor ETF Holding Summary
As of 2025-03-31, Ascent Wealth Partners, LLC held 504,339.00 shares of iShares MSCI Intl Quality Factor ETF(IQLT), totaling $20.02 Mil. This investment constitutes 2.68% of their stock portfolio, and Ascent Wealth Partners, LLC now holds 0.19% of the outstanding iShares MSCI Intl Quality Factor ETF(IQLT) stock.
The initial trade took place in 2025Q1. And since then Ascent Wealth Partners, LLC has made 1 purchases of IQLT, at an average price of $39.42, for a total of 504,339.00 shares. Based on historical transaction data and IQLT's current price of $43.81, Ascent Wealth Partners, LLC's estimated gain on his IQLT holdings is $2.21 Mil, reflecting a 11.14% gain to date.
Ascent Wealth Partners, LLC IQLT ($43.81) Holding Chart
Ascent Wealth Partners, LLC IQLT ($43.81) 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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