Clearview Wealth 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
Q2 | $3M | Buy |
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2025
Q1 | $2.7M | Buy |
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|
2024
Q4 | $2.72M | Buy |
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2024
Q3 | $2.68M | Buy |
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|
2024
Q2 | $2.39M | Sell |
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|
2024
Q1 | $2.46M | Buy |
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|
2023
Q4 | $1.35M | Buy |
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|
2023
Q3 | $1.14M | Sell |
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|
2023
Q2 | $1.22M | Buy |
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|
2023
Q1 | $418K | Buy |
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|
2022
Q4 | $256K | Buy |
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|
2022
Q3 | $233K | Buy |
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|
2022
Q2 | $249K | Buy |
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|
2022
Q1 | $299K | Buy |
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|
2021
Q4 | $322K | Buy |
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|
2021
Q3 | $291K | Sell |
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|
2021
Q2 | $323K | Sell |
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|
2021
Q1 | $380K | Sell |
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|
2020
Q4 | $494K | Buy |
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