Baron Silver Stevens Financial Advisors’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
Q3
$590K Sell
2025
Q2
$566K Buy
2024
Q2
Sell
2024
Q1
$291K Buy
2021
Q1
Sell
2020
Q4
$8K Buy