Baker Tilly 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
Q4
$249K Buy
2024
Q4
Sell
2024
Q3
$213K Sell
2024
Q2
$453K Sell
2024
Q1
$2.16M Buy
2023
Q4
$412K Sell
2023
Q3
$519K Sell
2023
Q2
$2.53M Buy
2023
Q1
$2.22M Buy