Wealth Group Ltd QUAL Holdings History
Wealth Group Ltd's iShares MSCI USA Quality Factor ETF Holding Summary
As of 2025-06-30, Wealth Group Ltd held 187,657.00 shares of iShares MSCI USA Quality Factor ETF(QUAL), totaling $34.31 Mil. This investment constitutes 8.74% of their stock portfolio, and Wealth Group Ltd now holds 0.07% of the outstanding iShares MSCI USA Quality Factor ETF(QUAL) stock.
The initial trade took place in 2023Q4. And since then Wealth Group Ltd has made 6 purchases of QUAL, at an average price of $143.99, for a total of 187,657.00 shares. Based on historical transaction data and QUAL's current price of $184.03, Wealth Group Ltd's estimated gain on his QUAL holdings is $7.51 Mil, reflecting a 27.81% gain to date.
Wealth Group Ltd QUAL ($184.03) Holding Chart
Wealth Group Ltd QUAL ($184.03) 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
