Number of Shares
363,535.00
Current Holdings Value*
$66.46 Mil
% of Portfolio
1.11%
Total Estimate Gain
$33.73 Mil
% of Total Estimate Gain
20.57%

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's iShares MSCI USA Quality Factor ETF Holding Summary

As of 2025-06-30, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC held 363,535.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $66.46 Mil. This investment constitutes 1.11% of their stock portfolio, and CLIFTONLARSONALLEN WEALTH ADVISORS, LLC now holds 0.13% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.

The initial trade took place in 2020Q3. And since then CLIFTONLARSONALLEN WEALTH ADVISORS, LLC has made 5 purchases of QUAL, at an average price of $117.08, for a total of 1.40 Mil shares. In addition, there have been 15 sales at an average price of $125.36 for 1.04 Mil shares. Based on historical transaction data and QUAL's current price of $186.25, CLIFTONLARSONALLEN WEALTH ADVISORS, LLC's estimated gain on his QUAL holdings is $33.73 Mil, reflecting a 20.57% gain to date.

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC QUAL ($186.25) Holding Chart

CLIFTONLARSONALLEN WEALTH ADVISORS, LLC 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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