Aries 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  | $4.44M | Sell | 
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        2025
         Q1  | $4.7M | Sell | 
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        2024
         Q4  | $5.07M | Sell | 
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| 
        
          
      
        2024
         Q3  | $5.14M | Buy | 
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| 
        
          
      
        2024
         Q2  | $4.77M | Buy | 
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| 
        
          
      
        2024
         Q1  | $4.13M | Buy | 
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| 
        
          
      
        2023
         Q4  | $3.52M | Buy | 
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| 
        
          
      
        2023
         Q3  | $3.14M | Buy | 
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| 
        
          
      
        2023
         Q2  | $3M | Buy | 
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| 
        
          
      
        2023
         Q1  | $2.64M | Buy | 
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| 
        
          
      
        2022
         Q4  | $2.37M | Buy | 
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| 
        
          
      
        2022
         Q3  | $2.22M | Buy | 
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| 
        
          
      
        2022
         Q2  | $1.97M | Buy | 
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| 
        
          
      
        2022
         Q1  | – | Sell | 
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| 
        
          
      
        2021
         Q4  | $2.47M | Buy | 
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| 
        
          
      
        2021
         Q3  | $2.21M | Buy | 
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| 
        
          
      
        2021
         Q2  | $2.19M | Sell | 
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| 
        
          
      
        2021
         Q1  | $2.1M | Buy | 
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| 
        
          
      
        2020
         Q4  | $1.96M | Buy | 
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| 
        
          
      
        2020
         Q3  | $1.71M | Buy | 
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| 
        
          
      
        2020
         Q2  | $1.58M | Buy | 
         | 
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| 
        
          
      
        2020
         Q1  | $870K | Buy | 
         | 
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| 
        
          
      
        2019
         Q4  | $827K | Buy | 
         | 
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| 
        
          
      
        2019
         Q3  | $713K | Buy | 
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| 
        
          
      
        2019
         Q2  | $561K | Buy | 
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| 
        
          
      
        2019
         Q1  | $335K | Buy | 
         |