Advocacy Wealth Management Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $122M | Buy |
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|
2025
Q2 | $79.7M | Buy |
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2025
Q1 | $70.7M | Buy |
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|
2024
Q4 | $65.4M | Buy |
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|
2024
Q3 | $62.5M | Buy |
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|
2024
Q2 | $55.2M | Buy |
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|
2024
Q1 | $50M | Buy |
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|
2023
Q4 | $18.2M | Buy |
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|
2023
Q3 | $2.07M | Hold |
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|
2023
Q2 | $2.11M | Hold |
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|
2023
Q1 | $1.94M | Sell |
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|
2022
Q4 | $1.84M | Buy |
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