CWA
Clearview Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $3M | Buy |
16,402
+587
| +4% | +$107K | 2.09% | 12 |
|
|
2025
Q1 | $2.7M | Buy |
15,815
+554
| +4% | +$94.7K | 2.02% | 13 |
|
|
2024
Q4 | $2.72M | Buy |
15,261
+292
| +2% | +$52K | 2.07% | 13 |
|
|
2024
Q3 | $2.68M | Buy |
14,969
+980
| +7% | +$176K | 2.07% | 12 |
|
|
2024
Q2 | $2.39M | Sell |
13,989
-954
| -6% | -$163K | 2.09% | 11 |
|
|
2024
Q1 | $2.46M | Buy |
14,943
+5,767
| +63% | +$948K | 2.51% | 8 |
|
|
2023
Q4 | $1.35M | Buy |
9,176
+553
| +6% | +$81.4K | 1.57% | 14 |
|
|
2023
Q3 | $1.14M | Sell |
8,623
-387
| -4% | -$51K | 1.41% | 15 |
|
|
2023
Q2 | $1.22M | Buy |
9,010
+5,644
| +168% | +$761K | 1.23% | 16 |
|
|
2023
Q1 | $418K | Buy |
3,366
+1,117
| +50% | +$139K | 0.42% | 72 |
|
|
2022
Q4 | $256K | Buy |
2,249
+10
| +0.4% | +$1.14K | 0.2% | 87 |
|
|
2022
Q3 | $233K | Buy |
2,239
+11
| +0.5% | +$1.15K | 0.18% | 77 |
|
|
2022
Q2 | $249K | Buy |
2,228
+8
| +0.4% | +$894 | 0.19% | 77 |
|
|
2022
Q1 | $299K | Buy |
2,220
+6
| +0.3% | +$808 | 0.2% | 77 |
|
|
2021
Q4 | $322K | Buy |
2,214
+6
| +0.3% | +$873 | 0.2% | 92 |
|
|
2021
Q3 | $291K | Sell |
2,208
-223
| -9% | -$29.4K | 0.18% | 100 |
|
|
2021
Q2 | $323K | Sell |
2,431
-690
| -22% | -$91.7K | 0.2% | 89 |
|
|
2021
Q1 | $380K | Sell |
3,121
-1,126
| -27% | -$137K | 0.25% | 79 |
|
|
2020
Q4 | $494K | Buy |
+4,247
| New | +$494K | 0.33% | 62 |
|