Wade Financial Advisory, Inc IQLT Holdings History
Wade Financial Advisory, Inc's iShares MSCI Intl Quality Factor ETF Holding Summary
As of 2025-03-31, Wade Financial Advisory, Inc held 255,861.00 shares of iShares MSCI Intl Quality Factor ETF(IQLT), totaling $10.16 Mil. This investment constitutes 3.48% of their stock portfolio, and Wade Financial Advisory, Inc now holds 0.1% of the outstanding iShares MSCI Intl Quality Factor ETF(IQLT) stock.
The initial trade took place in 2020Q1. And since then Wade Financial Advisory, Inc has made 18 purchases of IQLT, at an average price of $32.81, for a total of 297,883.00 shares. In addition, there have been 3 sales at an average price of $32.34 for 42,022.00 shares. Based on historical transaction data and IQLT's current price of $42.70, Wade Financial Advisory, Inc's estimated gain on his IQLT holdings is $2.51 Mil, reflecting a 25.70% gain to date.
Wade Financial Advisory, Inc IQLT ($42.70) Holding Chart
Wade Financial Advisory, Inc IQLT ($42.70) 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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