BMS Financial 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
2023
Q2
$2.32M Sell
17,225
-15,716
-48% -$2.12M 1.51% 18
2023
Q1
$4.09M Buy
+32,941
New +$4.09M 2.83% 6