Number of Shares
1.02 Mil
Current Holdings Value*
$40.40 Mil
% of Portfolio
9.56%
Total Estimate Gain
$8.38 Mil
% of Total Estimate Gain
22.59%

Financial Strategies Group, Inc.'s iShares MSCI Intl Quality Factor ETF Holding Summary

As of 2025-03-31, Financial Strategies Group, Inc. held 1.02 Mil shares of iShares MSCI Intl Quality Factor ETF(IQLT), totaling $40.40 Mil. This investment constitutes 9.56% of their stock portfolio, and Financial Strategies Group, Inc. now holds 0.38% of the outstanding iShares MSCI Intl Quality Factor ETF(IQLT) stock.

The initial trade took place in 2023Q1. And since then Financial Strategies Group, Inc. has made 8 purchases of IQLT, at an average price of $34.77, for a total of 1.07 Mil shares. In addition, there have been 1 sales at an average price of $38.14 for 45,327.00 shares. Based on historical transaction data and IQLT's current price of $42.82, Financial Strategies Group, Inc.'s estimated gain on his IQLT holdings is $8.38 Mil, reflecting a 22.59% gain to date.

Financial Strategies Group, Inc. IQLT ($42.82) Holding Chart

Financial Strategies Group, Inc. IQLT ($42.82) 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 %

Top Ranked Articles

  • 1