Empirical Financial Services, LLC D.b.a. Empirical Wealth Management QUAL Holdings History
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management held 997,825.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $170.52 Mil. This investment constitutes 4.39% of their stock portfolio, and Empirical Financial Services, LLC d.b.a. Empirical Wealth Management now holds 0.35% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Empirical Financial Services, LLC d.b.a. Empirical Wealth Management has made 19 purchases of QUAL, at an average price of $131.32, for a total of 1.01 Mil shares. In addition, there have been 1 sales at an average price of $132.44 for 10,208.00 shares. Based on historical transaction data and QUAL's current price of $185.02, Empirical Financial Services, LLC d.b.a. Empirical Wealth Management's estimated gain on his QUAL holdings is $53.60 Mil, reflecting a 40.49% gain to date.
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management QUAL ($185.02) Holding Chart
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management QUAL ($185.02) 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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