Van Hulzen Asset Management, LLC QUAL Holdings History
Van Hulzen Asset Management, LLC's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-03-31, Van Hulzen Asset Management, LLC held 127,378.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $21.77 Mil. This investment constitutes 1.99% of their stock portfolio, and Van Hulzen Asset Management, LLC now holds 0.04% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2020Q2. And since then Van Hulzen Asset Management, LLC has made 12 purchases of QUAL, at an average price of $107.02, for a total of 170,747.00 shares. In addition, there have been 8 sales at an average price of $132.35 for 43,369.00 shares. Based on historical transaction data and QUAL's current price of $186.15, Van Hulzen Asset Management, LLC's estimated gain on his QUAL holdings is $11.18 Mil, reflecting a 61.18% gain to date.
Van Hulzen Asset Management, LLC QUAL ($186.15) Holding Chart
Van Hulzen Asset Management, LLC 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 % | |||
Top Ranked Articles
- 1
We'd love to learn more about your experiences on GuruFocus.com and how we can improve!
Take Survey
