MOTIVE WEALTH ADVISORS QUAL Holdings History
MOTIVE WEALTH ADVISORS's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, MOTIVE WEALTH ADVISORS held 76,500.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $13.99 Mil. This investment constitutes 6.37% of their stock portfolio, and MOTIVE WEALTH ADVISORS now holds 0.03% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2021Q2. And since then MOTIVE WEALTH ADVISORS has made 11 purchases of QUAL, at an average price of $136.64, for a total of 109,323.00 shares. In addition, there have been 4 sales at an average price of $129.41 for 32,823.00 shares. Based on historical transaction data and QUAL's current price of $186.15, MOTIVE WEALTH ADVISORS's estimated gain on his QUAL holdings is $3.55 Mil, reflecting a 23.77% gain to date.
MOTIVE WEALTH ADVISORS QUAL ($186.15) Holding Chart
MOTIVE WEALTH ADVISORS QUAL ($186.15) 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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