Braun-Bostich & Associates’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 | $7.06M | Buy |
38,605
+1,006
| +3% | +$184K | 4.82% | 2 |
|
|
2025
Q1 | $6.43M | Buy |
37,599
+1,786
| +5% | +$305K | 4.75% | 3 |
|
|
2024
Q4 | $6.38M | Sell |
35,813
-226
| -0.6% | -$40.2K | 4.6% | 4 |
|
|
2024
Q3 | $6.46M | Buy |
36,039
+2,217
| +7% | +$398K | 4.5% | 3 |
|
|
2024
Q2 | $5.78M | Buy |
33,822
+17,283
| +104% | +$2.95M | 4.29% | 5 |
|
|
2024
Q1 | $2.72M | Buy |
+16,539
| New | +$2.72M | 2.28% | 9 |
|
|
2020
Q1 | – | Sell |
-246
| Closed | -$25K | – | 328 |
|
|
2019
Q4 | $25K | Buy |
+246
| New | +$25K | 0.02% | 176 |
|