AWM
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Apex Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Apex Wealth Management’s Portfolio QUAL Stock Details QUAL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$359K Sell
1,964
-12,453
-86% -$2.28M 0.29% 40
2025
Q1 		$2.46M Sell
14,417
-176
-1% -$30.1K 2.22% 16
2024
Q4 		$2.6M Buy
+14,593
New +$2.6M 2.24% 17