Tolleson Wealth Management, Inc. IQLT Holdings History
Tolleson Wealth Management, Inc.'s iShares MSCI Intl Quality Factor ETF Holding Summary
As of 2025-03-31, Tolleson Wealth Management, Inc. held 282,340.00 shares of iShares MSCI Intl Quality Factor ETF(IQLT), totaling $11.21 Mil. This investment constitutes 2.16% of their stock portfolio, and Tolleson Wealth Management, Inc. now holds 0.11% of the outstanding iShares MSCI Intl Quality Factor ETF(IQLT) stock.
The initial trade took place in 2020Q4. And since then Tolleson Wealth Management, Inc. has made 9 purchases of IQLT, at an average price of $35.36, for a total of 508,165.00 shares. In addition, there have been 9 sales at an average price of $35.20 for 225,825.00 shares. Based on historical transaction data and IQLT's current price of $43.01, Tolleson Wealth Management, Inc.'s estimated gain on his IQLT holdings is $2.12 Mil, reflecting a 11.81% gain to date.
Tolleson Wealth Management, Inc. IQLT ($43.01) Holding Chart
Tolleson Wealth Management, Inc. IQLT ($43.01) 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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