BigSur Wealth Management’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 | $2.33M | Hold |
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|
2025
Q2 | $2.19M | Hold |
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2025
Q1 | $2.05M | Hold |
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|
2024
Q4 | $2.14M | Hold |
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|
2024
Q3 | $2.15M | Hold |
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|
2024
Q2 | $2.05M | Hold |
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|
2024
Q1 | $1.97M | Hold |
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|
2023
Q4 | $1.77M | Hold |
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|
2023
Q3 | $1.59M | Hold |
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|
2023
Q2 | $1.62M | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $469K | Buy |
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