Empirical Financial Services, LLC D.b.a. Empirical Wealth Management IQLT Holdings History
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's iShares MSCI Intl Quality Factor ETF Holding Summary
As of 2025-03-31, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 3.19 Mil shares of iShares MSCI Intl Quality Factor ETF(IQLT), totaling $126.64 Mil. This investment constitutes 3.26% of their stock portfolio, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management now holds 1.19% of the outstanding iShares MSCI Intl Quality Factor ETF(IQLT) stock.
The initial trade took place in 2019Q4. And since then Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has made 21 purchases of IQLT, at an average price of $34.59, for a total of 3.21 Mil shares. In addition, there have been 1 sales at an average price of $36.25 for 21,333.00 shares. Based on historical transaction data and IQLT's current price of $42.80, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's estimated gain on his IQLT holdings is $26.26 Mil, reflecting a 23.64% gain to date.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management IQLT ($42.80) Holding Chart
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management IQLT ($42.80) 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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