BW
QUAL icon

Balance Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Balance Wealth’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 		$2.71M Sell
14,851
-2,952
-17% -$540K 1.59% 12
2025
Q1 		$3.04M Buy
+17,803
New +$3.04M 1.98% 12