PERSONAL CFO SOLUTIONS, LLC IQLT Holdings History
PERSONAL CFO SOLUTIONS, LLC's iShares MSCI Intl Quality Factor ETF Holding Summary
As of 2025-03-31, PERSONAL CFO SOLUTIONS, LLC held 94,302.00 shares of iShares MSCI Intl Quality Factor ETF(IQLT), totaling $3.74 Mil. This investment constitutes 0.76% of their stock portfolio, and PERSONAL CFO SOLUTIONS, LLC now holds 0.04% of the outstanding iShares MSCI Intl Quality Factor ETF(IQLT) stock.
The initial trade took place in 2023Q1. And since then PERSONAL CFO SOLUTIONS, LLC has made 8 purchases of IQLT, at an average price of $37.16, for a total of 126,694.00 shares. In addition, there have been 1 sales at an average price of $39.42 for 32,392.00 shares. Based on historical transaction data and IQLT's current price of $42.74, PERSONAL CFO SOLUTIONS, LLC's estimated gain on his IQLT holdings is $599,098.15, reflecting a 12.72% gain to date.
PERSONAL CFO SOLUTIONS, LLC IQLT ($42.74) Holding Chart
PERSONAL CFO SOLUTIONS, LLC IQLT ($42.74) 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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