DHK Financial 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
2025
Q2
$1.47M Sell
8,066
-8,066
-50% -$1.47M 0.85% 25
2025
Q1
$2.76M Buy
16,132
+8,066
+100% +$1.38M 1.51% 11
2024
Q4
$1.44M Buy
+8,066
New +$1.44M 0.87% 26