Brass Tax Wealth Management’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
$1.11M Buy
6,080
+13
+0.2% +$2.38K 0.21% 52
2025
Q1
$1.04M Buy
6,067
+51
+0.8% +$8.72K 0.22% 53
2024
Q4
$1.07M Buy
6,016
+1
+0% +$178 0.23% 48
2024
Q3
$1.08M Buy
6,015
+4,765
+381% +$854K 0.23% 46
2024
Q2
$213K Buy
+1,250
New +$213K 0.09% 133