Foster Victor Wealth Advisors, LLC IQLT Holdings History
Foster Victor Wealth Advisors, LLC's iShares MSCI Intl Quality Factor ETF Holding Summary
As of 2025-03-31, Foster Victor Wealth Advisors, LLC held 669,902.00 shares of iShares MSCI Intl Quality Factor ETF(IQLT), totaling $26.08 Mil. This investment constitutes 2.1% of their stock portfolio, and Foster Victor Wealth Advisors, LLC now holds 0.3% of the outstanding iShares MSCI Intl Quality Factor ETF(IQLT) stock.
The initial trade took place in 2020Q1. And since then Foster Victor Wealth Advisors, LLC has made 7 purchases of IQLT, at an average price of $33.46, for a total of 925,706.00 shares. In addition, there have been 11 sales at an average price of $29.65 for 255,804.00 shares. Based on historical transaction data and IQLT's current price of $43.10, Foster Victor Wealth Advisors, LLC's estimated gain on his IQLT holdings is $5.48 Mil, reflecting a 17.69% gain to date.
Foster Victor Wealth Advisors, LLC IQLT ($43.10) Holding Chart
Foster Victor Wealth Advisors, LLC IQLT ($43.10) 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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