MA Private Wealth QUAL Holdings History
MA Private Wealth's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, MA Private Wealth held 250,381.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $42.79 Mil. This investment constitutes 8.05% of their stock portfolio, and MA Private Wealth now holds 0.09% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q3. And since then MA Private Wealth has made 8 purchases of QUAL, at an average price of $126.15, for a total of 354,187.00 shares. In addition, there have been 11 sales at an average price of $140.49 for 103,806.00 shares. Based on historical transaction data and QUAL's current price of $183.45, MA Private Wealth's estimated gain on his QUAL holdings is $15.84 Mil, reflecting a 35.44% gain to date.
MA Private Wealth QUAL ($183.45) Holding Chart
MA Private Wealth QUAL ($183.45) 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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