Number of Shares
164,684.00
Current Holdings Value*
$7.12 Mil
% of Portfolio
2.15%
Total Estimate Gain
$1.16 Mil
% of Total Estimate Gain
17.95%

LongView Wealth Management's iShares MSCI Intl Quality Factor ETF Holding Summary

As of 2025-06-30, LongView Wealth Management held 164,684.00 shares of iShares MSCI Intl Quality Factor ETF(IQLT), totaling $7.12 Mil. This investment constitutes 2.15% of their stock portfolio, and LongView Wealth Management now holds 0.06% of the outstanding iShares MSCI Intl Quality Factor ETF(IQLT) stock.

The initial trade took place in 2023Q4. And since then LongView Wealth Management has made 5 purchases of IQLT, at an average price of $36.63, for a total of 175,912.00 shares. In addition, there have been 1 sales at an average price of $39.42 for 11,228.00 shares. Based on historical transaction data and IQLT's current price of $43.47, LongView Wealth Management's estimated gain on his IQLT holdings is $1.16 Mil, reflecting a 17.95% gain to date.

LongView Wealth Management IQLT ($43.47) Holding Chart

LongView Wealth Management IQLT ($43.47) 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