Eagle Ridge Investment Management’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
$1.11M Sell
6,234
-47
-0.7% -$8.37K 0.1% 66
2024
Q3
$1.13M Buy
+6,281
New +$1.13M 0.1% 63