Copia Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$38.4K	Sell	210 -313	-60%	-$57.2K	0.03%	186
2025 Q1	$89.4K	Sell	523 -50	-9%	-$8.54K	0.08%	127
2024 Q4	$102K	Buy	+573	New	+$102K	0.1%	111