Criterion Capital Advisors’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
2024
Q4
$333K Hold
1,949
0.21% 62
2024
Q3
$333K Hold
1,949
0.21% 62
2024
Q2
$333K Buy
1,949
+855
+78% +$146K 0.21% 62
2024
Q1
$180K Sell
1,094
-642
-37% -$106K 0.12% 78
2023
Q4
$255K Buy
+1,736
New +$255K 0.19% 72