Chicago Partners Investment Group’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  | $2.51M | Sell | 
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        2025
         Q2  | $2.4M | Sell | 
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        2025
         Q1  | $2.24M | Buy | 
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| 
        
          
      
        2024
         Q4  | $2.29M | Sell | 
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| 
        
          
      
        2024
         Q3  | $2.38M | Sell | 
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| 
        
          
      
        2024
         Q2  | $4.17M | Buy | 
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| 
        
          
      
        2024
         Q1  | $3.86M | Sell | 
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| 
        
          
      
        2023
         Q4  | $3.71M | Sell | 
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| 
        
          
      
        2023
         Q3  | $3.28M | Buy | 
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| 
        
          
      
        2023
         Q2  | $2.96M | Buy | 
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| 
        
          
      
        2023
         Q1  | $2.5M | Buy | 
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| 
        
          
      
        2022
         Q4  | $2.02M | Buy | 
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| 
        
          
      
        2022
         Q3  | $502K | Buy | 
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| 
        
          
      
        2022
         Q2  | $298K | Buy | 
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| 
        
          
      
        2022
         Q1  | $223K | Buy | 
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| 
        
          
      
        2021
         Q4  | $215K | Hold | 
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| 
        
          
      
        2021
         Q3  | $238K | Buy | 
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| 
        
          
      
        2019
         Q1  | – | Sell | 
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| 
        
          
      
        2018
         Q4  | $1.45M | Buy | 
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