SAX WEALTH ADVISORS, LLC QUAL Holdings History
SAX WEALTH ADVISORS, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, SAX WEALTH ADVISORS, LLC held 454,704.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $83.13 Mil. This investment constitutes 5.02% of their stock portfolio, and SAX WEALTH ADVISORS, LLC now holds 0.16% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q4. And since then SAX WEALTH ADVISORS, LLC has made 15 purchases of QUAL, at an average price of $147.36, for a total of 497,370.00 shares. In addition, there have been 3 sales at an average price of $169.30 for 42,666.00 shares. Based on historical transaction data and QUAL's current price of $186.25, SAX WEALTH ADVISORS, LLC's estimated gain on his QUAL holdings is $18.62 Mil, reflecting a 25.40% gain to date.
SAX WEALTH ADVISORS, LLC QUAL ($186.25) Holding Chart
SAX WEALTH ADVISORS, LLC QUAL ($186.25) 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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