Beese Fulmer Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Beese Fulmer Investment Management’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	$425K	Buy
2025 Q2	$398K	Buy
2025 Q1	$362K	Buy
2024 Q4	$321K	Hold
2024 Q3	$323K	Hold
2024 Q2	$307K	Hold
2024 Q1	$296K	Buy