Blue Zone Wealth Advisors’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
$487K Buy
2025
Q2
$320K Sell
2025
Q1
$322K Sell
2024
Q4
$385K Buy
2024
Q3
$382K Buy
2022
Q2
Sell
2022
Q1
$259K Buy