Cornerstone Planning Group’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 | $4.05M | Buy |
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|
2025
Q2 | $117K | Sell |
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|
2025
Q1 | $174K | Buy |
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|
2024
Q4 | $108K | Sell |
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|
2024
Q3 | $114K | Sell |
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|
2024
Q2 | $161K | Sell |
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|
2024
Q1 | $216K | Sell |
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|
2023
Q4 | $347K | Sell |
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|
2023
Q3 | $450K | Sell |
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|
2023
Q2 | $620K | Buy |
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|
2022
Q4 | $6.76K | Buy |
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