BSTWA
QUAL icon

Blake Schutter Theil Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Blake Schutter Theil Wealth Advisors’s Portfolio QUAL Stock Details QUAL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.43M Hold
13,292
– – 2.76% 8
2025
Q1 		$2.27M Sell
13,292
-5
-0% -$854 2.58% 7
2024
Q4 		$2.37M Sell
13,297
-908
-6% -$162K 2.5% 6
2024
Q3 		$2.55M Buy
+14,205
New +$2.55M 1.83% 8