Clearwater Capital 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 | $416K | Sell |
|
|||||
|
2025
Q2 | $446K | Buy |
|
|||||
|
2025
Q1 | $414K | Hold |
|
|||||
|
2024
Q4 | $431K | Sell |
|
|||||
|
2024
Q3 | $475K | Buy |
|
|||||
|
2024
Q2 | $438K | Hold |
|
|||||
|
2024
Q1 | $421K | Sell |
|
|||||
|
2023
Q4 | $386K | Sell |
|
|||||
|
2023
Q3 | $368K | Sell |
|
|||||
|
2023
Q2 | $549K | Sell |
|
|||||
|
2023
Q1 | $531K | Sell |
|
|||||
|
2022
Q4 | $664K | Sell |
|
|||||
|
2022
Q3 | $654K | Buy |
|
|||||
|
2022
Q2 | $682K | Hold |
|
|||||
|
2022
Q1 | $822K | Hold |
|
|||||
|
2021
Q4 | $888K | Sell |
|
|||||
|
2021
Q3 | $809K | Sell |
|
|||||
|
2021
Q2 | $929K | Sell |
|
|||||
|
2021
Q1 | $858K | Sell |
|
|||||
|
2020
Q4 | $962K | Sell |
|
|||||
|
2020
Q3 | $877K | Sell |
|
|||||
|
2020
Q2 | $816K | Sell |
|
|||||
|
2020
Q1 | $1.12M | Buy |
|
|||||
|
2019
Q4 | $975K | Sell |
|
|||||
|
2019
Q3 | $1.63M | Sell |
|
|||||
|
2019
Q2 | $1.82M | Sell |
|
|||||
|
2019
Q1 | $1.9M | Sell |
|
|||||
|
2018
Q4 | $1.94M | Buy |
|
|||||
|
2018
Q3 | $831K | Buy |
|