MCMORGAN & CO LLC QUAL Holdings History
MCMORGAN & CO LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, MCMORGAN & CO LLC held 129,720.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $22.17 Mil. This investment constitutes 3.55% of their stock portfolio, and MCMORGAN & CO LLC now holds 0.05% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q4. And since then MCMORGAN & CO LLC has made 2 purchases of QUAL, at an average price of $138.68, for a total of 149,667.00 shares. In addition, there have been 4 sales at an average price of $171.86 for 19,947.00 shares. Based on historical transaction data and QUAL's current price of $184.48, MCMORGAN & CO LLC's estimated gain on his QUAL holdings is $6.60 Mil, reflecting a 31.82% gain to date.
MCMORGAN & CO LLC QUAL ($184.48) Holding Chart
MCMORGAN & CO LLC QUAL ($184.48) 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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