CWMK
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Caliber Wealth Management (Kansas)’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Caliber Wealth Management (Kansas)’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$1.52M Buy
8,318
+1,953
+31% +$357K 0.16% 121
2025
Q1 		$1.09M Buy
+6,365
New +$1.09M 0.15% 124