Facet Wealth, Inc. QUAL Holdings History
Facet Wealth, Inc.'s iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Facet Wealth, Inc. held 2.33 Mil shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $399.80 Mil. This investment constitutes 10.35% of their stock portfolio, and Facet Wealth, Inc. now holds 0.81% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2022Q4. And since then Facet Wealth, Inc. has made 9 purchases of QUAL, at an average price of $126.43, for a total of 2.40 Mil shares. In addition, there have been 1 sales at an average price of $179.03 for 68,972.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Facet Wealth, Inc.'s estimated gain on his QUAL holdings is $137.76 Mil, reflecting a 45.45% gain to date.
Facet Wealth, Inc. QUAL ($184.03) Holding Chart
Facet Wealth, Inc. QUAL ($184.03) 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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