Beese Fulmer Investment Management’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 | $398K | Buy |
2,179
+62
| +3% | +$11.3K | 0.03% | 204 |
|
|
2025
Q1 | $362K | Buy |
2,117
+317
| +18% | +$54.2K | 0.03% | 183 |
|
|
2024
Q4 | $321K | Hold |
1,800
| – | – | 0.03% | 187 |
|
|
2024
Q3 | $323K | Hold |
1,800
| – | – | 0.03% | 187 |
|
|
2024
Q2 | $307K | Hold |
1,800
| – | – | 0.03% | 186 |
|
|
2024
Q1 | $296K | Buy |
+1,800
| New | +$296K | 0.03% | 187 |
|