Choate Investment Advisors’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 | – | Sell |
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|
2025
Q2 | $69.8K | Buy |
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|
2024
Q3 | – | Sell |
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|
2024
Q2 | $345K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $56K | Hold |
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|
2022
Q2 | $61K | Sell |
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|
2022
Q1 | $91K | Hold |
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|
2021
Q4 | $98K | Hold |
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|
2021
Q3 | $89K | Hold |
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|
2021
Q2 | $89K | Hold |
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|
2021
Q1 | $82K | Buy |
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