BCU Wealth 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 | $3.32M | Buy |
18,175
+2,917
| +19% | +$533K | 1.49% | 10 |
|
|
2025
Q1 | $2.61M | Buy |
15,258
+2,370
| +18% | +$405K | 1.36% | 11 |
|
|
2024
Q4 | $2.3M | Buy |
12,888
+404
| +3% | +$71.9K | 1.31% | 11 |
|
|
2024
Q3 | $2.24M | Buy |
12,484
+1,434
| +13% | +$257K | 1.33% | 12 |
|
|
2024
Q2 | $1.89M | Buy |
11,050
+845
| +8% | +$144K | 1.39% | 11 |
|
|
2024
Q1 | $1.68M | Buy |
10,205
+433
| +4% | +$71.2K | 1.42% | 10 |
|
|
2023
Q4 | $1.44M | Buy |
+9,772
| New | +$1.44M | 1.56% | 9 |
|