Bartlett & Co 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
Q3 | $1.83M | Sell |
|
|||||
|
2025
Q2 | $1.94M | Buy |
|
|||||
|
2025
Q1 | $1.8M | Buy |
|
|||||
|
2024
Q4 | $1.05M | Buy |
|
|||||
|
2024
Q3 | $1.05M | Sell |
|
|||||
|
2024
Q2 | $998K | Buy |
|
|||||
|
2024
Q1 | $921K | Sell |
|
|||||
|
2023
Q4 | $828K | Sell |
|
|||||
|
2023
Q3 | $766K | Sell |
|
|||||
|
2023
Q2 | $849K | Buy |
|
|||||
|
2023
Q1 | $231K | Hold |
|
|||||
|
2022
Q4 | $212K | Hold |
|
|||||
|
2022
Q3 | $194K | Hold |
|
|||||
|
2022
Q2 | $208K | Buy |
|
|||||
|
2022
Q1 | $116K | Buy |
|
|||||
|
2021
Q4 | – | Sell |
|
|||||
|
2021
Q3 | $110K | Buy |
|
|||||
|
2021
Q2 | $91K | Hold |
|
|||||
|
2021
Q1 | $83.4K | Buy |
|
|||||
|
2020
Q4 | $18.6K | Hold |
|
|||||
|
2020
Q3 | $16.6K | Buy |
|