One Wealth Advisors, LLC QUAL Holdings History
One Wealth Advisors, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, One Wealth Advisors, LLC held 146,729.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $25.07 Mil. This investment constitutes 3.74% of their stock portfolio, and One Wealth Advisors, LLC now holds 0.05% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q1. And since then One Wealth Advisors, LLC has made 8 purchases of QUAL, at an average price of $129.87, for a total of 180,139.00 shares. In addition, there have been 1 sales at an average price of $136.54 for 33,410.00 shares. Based on historical transaction data and QUAL's current price of $182.62, One Wealth Advisors, LLC's estimated gain on his QUAL holdings is $7.96 Mil, reflecting a 34.04% gain to date.
One Wealth Advisors, LLC QUAL ($182.62) Holding Chart
One Wealth Advisors, LLC QUAL ($182.62) 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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