Brown Miller Wealth Management, LLC QUAL Holdings History
Brown Miller Wealth Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Brown Miller Wealth Management, LLC held - shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling N/A. This investment constitutes 0% of their stock portfolio, and Brown Miller Wealth Management, LLC now holds 0% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q4. And since then Brown Miller Wealth Management, LLC has made 2 purchases of QUAL, at an average price of $136.84, for a total of 9,031.00 shares. In addition, there have been 6 sales at an average price of $154.39 for 9,031.00 shares. Based on historical transaction data and QUAL's current price of $186.15, Brown Miller Wealth Management, LLC's estimated gain on his QUAL holdings is $158,491.25, reflecting a 12.82% gain to date.
Brown Miller Wealth Management, LLC QUAL ($186.15) Holding Chart
Brown Miller Wealth Management, LLC QUAL ($186.15) 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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