Beacon Financial Planning’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Beacon Financial Planning’s Portfolio QUAL Stock Details QUAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$4.28M	Sell
2025 Q2	$4.09M	Sell
2025 Q1	$3.96M	Buy
2024 Q4	$3.82M	Buy
2024 Q3	$2.73M	Buy
2024 Q2	$1.55M	Buy
2024 Q1	$884K	Buy
2023 Q4	$475K	Buy