Cherry Tree Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Cherry Tree Wealth Management’s Portfolio QUAL Stock Details QUAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$740K	Buy
2025 Q1	$656K	Buy
2024 Q4	$669K	Buy
2024 Q3	$637K	Sell
2024 Q2	$612K	Buy
2024 Q1	$546K	Buy
2023 Q4	$438K	Sell
2023 Q3	$398K	Buy
2023 Q2	$309K	Buy