CapWealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$442K Sell
2025
Q2
$442K Buy
2025
Q1
$388K Hold
2024
Q4
$404K Hold
2024
Q3
$407K Buy