Aprio Wealth Management’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
Q2
$956K Sell
2025
Q1
$1.01M Buy
2024
Q4
$366K Buy
2024
Q3
$354K Hold
2024
Q2
$337K Hold
2024
Q1
$325K Hold
2023
Q4
$291K Buy
2023
Q3
$253K Buy
2023
Q1
Sell
2022
Q4
$417K Buy