Blue Zone Wealth Advisors’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 | $320K | Sell |
1,750
-133
| -7% | -$24.3K | 0.08% | 86 |
|
|
2025
Q1 | $322K | Sell |
1,883
-280
| -13% | -$47.8K | 0.09% | 84 |
|
|
2024
Q4 | $385K | Buy |
2,163
+31
| +1% | +$5.52K | 0.11% | 76 |
|
|
2024
Q3 | $382K | Buy |
+2,132
| New | +$382K | 0.12% | 72 |
|
|
2022
Q2 | – | Sell |
-1,927
| Closed | -$259K | – | 99 |
|
|
2022
Q1 | $259K | Buy |
+1,927
| New | +$259K | 0.1% | 85 |
|