Number of Shares
38,605.00
Current Holdings Value*
$7.06 Mil
% of Portfolio
4.82%
Total Estimate Gain
$931,639.52
% of Total Estimate Gain
14.79%

Braun-Bostich & Associates Inc.'s iShares MSCI USA Quality Factor ETF Holding Summary

As of 2025-06-30, Braun-Bostich & Associates Inc. held 38,605.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $7.06 Mil. This investment constitutes 4.82% of their stock portfolio, and Braun-Bostich & Associates Inc. now holds 0.01% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.

The initial trade took place in 2024Q1. And since then Braun-Bostich & Associates Inc. has made 5 purchases of QUAL, at an average price of $162.23, for a total of 38,831.00 shares. In addition, there have been 1 sales at an average price of $181.70 for 226.00 shares. Based on historical transaction data and QUAL's current price of $186.25, Braun-Bostich & Associates Inc.'s estimated gain on his QUAL holdings is $931,639.52, reflecting a 14.79% gain to date.

Braun-Bostich & Associates Inc. QUAL ($186.25) Holding Chart

Braun-Bostich & Associates Inc. QUAL ($186.25) 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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