Epstein & White Financial LLC QUAL Holdings History
Epstein & White Financial LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2021-06-30, Epstein & White Financial LLC held 248,749.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $33.05 Mil. This investment constitutes 8.72% of their stock portfolio, and Epstein & White Financial LLC now holds 0.14% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q3. And since then Epstein & White Financial LLC has made 3 purchases of QUAL, at an average price of $103.55, for a total of 441,095.00 shares. In addition, there have been 1 sales at an average price of $110.30 for 192,346.00 shares. Based on historical transaction data and QUAL's current price of $184.48, Epstein & White Financial LLC's estimated gain on his QUAL holdings is $21.43 Mil, reflecting a 46.92% gain to date.
Epstein & White Financial LLC QUAL ($184.48) Holding Chart
Epstein & White Financial LLC QUAL ($184.48) 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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