BWMG
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Barnes Wealth Management Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Barnes Wealth Management Group’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 		$6.49M Buy
35,496
+2,293
+7% +$419K 3.83% 3
2025
Q1 		$5.67M Sell
33,203
-292
-0.9% -$49.9K 3.64% 3
2024
Q4 		$5.96M Buy
+33,495
New +$5.96M 4% 3