CWM, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, CWM, LLC held 3.32 Mil shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $567.85 Mil. This investment constitutes 2.26% of their stock portfolio, and CWM, LLC now holds 1.16% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2019Q1. And since then CWM, LLC has made 4 purchases of QUAL, at an average price of $113.47, for a total of 6.01 Mil shares. In addition, there have been 11 sales at an average price of $147.73 for 2.68 Mil shares. Based on historical transaction data and QUAL's current price of $184.83, CWM, LLC's estimated gain on his QUAL holdings is $329.12 Mil, reflecting a 48.28% gain to date.
CWM, LLC QUAL ($184.83) Holding Chart
CWM, LLC QUAL ($184.83) 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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