Cherry Tree Wealth Management’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 | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $755K | Hold |
|
|||||
|
2025
Q4 | $782K | Buy |
|
|||||
|
2025
Q3 | $760K | Sell |
|
|||||
|
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 |
|