Crestwood Advisors 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
Q2 | $9.44M | Buy |
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2025
Q1 | $8.03M | Buy |
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2024
Q4 | $7.88M | Buy |
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|
2024
Q3 | $5.34M | Buy |
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|
2024
Q2 | $3.94M | Buy |
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|
2024
Q1 | $1.86M | Buy |
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|
2023
Q4 | $385K | Buy |
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|
2023
Q3 | $217K | Buy |
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|
2023
Q2 | $203K | Sell |
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|
2023
Q1 | $279K | Sell |
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|
2022
Q4 | $690K | Buy |
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|
2020
Q1 | – | Sell |
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|
2019
Q4 | $343K | Hold |
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|
2019
Q3 | $314K | Buy |
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