Baron Silver Stevens Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$566K	Buy	+3,097	New	+$566K	0.09%	74
2024 Q2	–	Sell	-1,772	Closed	-$291K	–	124
2024 Q1	$291K	Buy	+1,772	New	+$291K	0.06%	97
2021 Q1	–	Sell	-77	Closed	-$8K	–	369
2020 Q4	$8K	Buy	+77	New	+$8K	﹤0.01%	279