Accurate Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $271K | Sell |
1,467
-129
| -8% | -$23.9K | 0.04% | 370 |
|
|
2025
Q1 | $261K | Sell |
1,596
-881
| -36% | -$144K | 0.05% | 320 |
|
|
2024
Q4 | $437K | Sell |
2,477
-757
| -23% | -$133K | 0.08% | 222 |
|
|
2024
Q3 | $585K | Buy |
+3,234
| New | +$585K | 0.12% | 169 |
|
|
2023
Q1 | – | Sell |
-120
| Closed | -$14K | – | 1140 |
|
|
2022
Q4 | $14K | Buy |
+120
| New | +$14K | 0.01% | 777 |
|