BWA
Boulder Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | $22.9M | Buy |
134,051
+2,836
| +2% | +$485K | 13.33% | 3 |
|
|
2024
Q4 | $23.4M | Buy |
131,215
+4,094
| +3% | +$729K | 12.04% | 4 |
|
|
2024
Q3 | $22.8M | Buy |
127,121
+21,424
| +20% | +$3.84M | 12.39% | 3 |
|
|
2024
Q2 | $18M | Buy |
105,697
+2,407
| +2% | +$411K | 10.53% | 5 |
|
|
2024
Q1 | $17M | Buy |
+103,290
| New | +$17M | 10.51% | 5 |
|