DWM
Diversify Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $21.2M | Buy |
113,242
+1,306
| +1% | +$245K | 1.31% | 11 |
|
|
2025
Q1 | $18.9M | Buy |
111,936
+3,748
| +3% | +$633K | 1.4% | 9 |
|
|
2024
Q4 | $19.1M | Buy |
108,188
+4,049
| +4% | +$714K | 1.49% | 9 |
|
|
2024
Q3 | $18.7M | Buy |
104,139
+4,679
| +5% | +$842K | 1.8% | 6 |
|
|
2024
Q2 | $16.2M | Buy |
+99,460
| New | +$16.2M | 2.01% | 6 |
|