Beverly Hills Private Wealth’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
Q3 | $415K | Sell |
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|
2025
Q2 | $517K | Sell |
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|
2025
Q1 | $484K | Buy |
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|
2024
Q4 | $479K | Sell |
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|
2024
Q3 | $532K | Sell |
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|
2024
Q2 | $709K | Sell |
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|
2024
Q1 | $723K | Sell |
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|
2023
Q4 | $842K | Sell |
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|
2023
Q3 | $846K | Sell |
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|
2023
Q2 | $1.86M | Buy |
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|
2023
Q1 | $1.11M | Buy |
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