Certus 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 | $7.93M | Buy |
43,402
+799
| +2% | +$146K | 5.11% | 5 |
|
|
2025
Q1 | $7.51M | Buy |
42,603
+5,482
| +15% | +$967K | 5.1% | 5 |
|
|
2024
Q4 | $6.84M | Buy |
37,121
+496
| +1% | +$91.4K | 4.58% | 10 |
|
|
2024
Q3 | $6.57M | Buy |
36,625
+1,625
| +5% | +$291K | 4.57% | 9 |
|
|
2024
Q2 | $5.98M | Buy |
35,000
+11,162
| +47% | +$1.91M | 4.54% | 7 |
|
|
2024
Q1 | $3.79M | Sell |
23,838
-10,160
| -30% | -$1.62M | 3.02% | 9 |
|
|
2023
Q4 | $5M | Buy |
33,998
+2,066
| +6% | +$304K | 4.24% | 6 |
|
|
2023
Q3 | $4.21M | Buy |
31,932
+14,280
| +81% | +$1.88M | 4.02% | 8 |
|
|
2023
Q2 | $2.38M | Buy |
+17,652
| New | +$2.38M | 2.37% | 11 |
|