Beacon Financial Advisory’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
Q2 | $4.06M | Buy |
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|
2025
Q1 | $3.63M | Buy |
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|
2024
Q4 | $3.64M | Buy |
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|
2024
Q3 | $3.44M | Sell |
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|
2024
Q2 | $3.4M | Buy |
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|
2024
Q1 | $2.09M | Sell |
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|
2023
Q4 | $2.02M | Sell |
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|
2023
Q3 | $1.88M | Sell |
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|
2023
Q2 | $2M | Buy |
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|
2023
Q1 | $1.79M | Buy |
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|
2022
Q4 | $937K | Sell |
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|
2022
Q3 | $1.79M | Buy |
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|
2022
Q2 | $1.89M | Sell |
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|
2022
Q1 | $2.33M | Sell |
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|
2021
Q4 | $2.58M | Buy |
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|
2021
Q3 | $2.18M | Buy |
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|
2021
Q2 | $2.03M | Buy |
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|
2021
Q1 | $1.61M | Sell |
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|
2020
Q4 | $1.54M | Buy |
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|
2020
Q3 | $1.12M | Buy |
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|
2020
Q2 | $874K | Sell |
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|
2020
Q1 | $783K | Sell |
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|
2019
Q4 | $1.11M | Buy |
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