CFS Investment Advisory Services, LLC QUAL Holdings History
CFS Investment Advisory Services, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, CFS Investment Advisory Services, LLC held 173,302.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $29.62 Mil. This investment constitutes 2.63% of their stock portfolio, and CFS Investment Advisory Services, LLC now holds 0.06% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q4. And since then CFS Investment Advisory Services, LLC has made 8 purchases of QUAL, at an average price of $127.51, for a total of 10.27 Mil shares. In addition, there have been 8 sales at an average price of $119.56 for 10.09 Mil shares. Based on historical transaction data and QUAL's current price of $183.29, CFS Investment Advisory Services, LLC's estimated gain on his QUAL holdings is $-70.61 Mil, reflecting a -5.39% gain to date.
CFS Investment Advisory Services, LLC QUAL ($183.29) Holding Chart
CFS Investment Advisory Services, LLC QUAL ($183.29) 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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