Cardinal Point Capital 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 | $332K | Hold |
1,813
| – | – | 0.03% | 174 |
|
|
2025
Q1 | $310K | Buy |
1,813
+416
| +30% | +$71.1K | 0.03% | 149 |
|
|
2024
Q4 | $249K | Hold |
1,397
| – | – | 0.04% | 77 |
|
|
2024
Q3 | $250K | Hold |
1,397
| – | – | 0.04% | 73 |
|
|
2024
Q2 | $239K | Hold |
1,397
| – | – | 0.04% | 67 |
|
|
2024
Q1 | $230K | Hold |
1,397
| – | – | 0.04% | 66 |
|
|
2023
Q4 | $206K | Buy |
+1,397
| New | +$206K | 0.05% | 66 |
|