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Annis Gardner Whiting Capital Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Annis Gardner Whiting Capital Advisors’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$159K Hold
870
– – 0.06% 237
2025
Q1 		$149K Hold
870
– – 0.06% 215
2024
Q4 		$155K Hold
870
– – 0.04% 227
2024
Q3 		$156K Buy
+870
New +$156K 0.04% 234