Empirical Wealth Management’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 | $174M | Sell |
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|
2025
Q1 | $171M | Buy |
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|
2024
Q4 | $171M | Buy |
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|
2024
Q3 | $151M | Buy |
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|
2024
Q2 | $137M | Buy |
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|
2024
Q1 | $128M | Buy |
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|
2023
Q4 | $110M | Buy |
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|
2023
Q3 | $77.8M | Buy |
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|
2023
Q2 | $77.1M | Buy |
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|
2023
Q1 | $66.1M | Buy |
|
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|
2022
Q4 | $51.6M | Buy |
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|
2022
Q3 | $38.6M | Buy |
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|
2022
Q2 | $39M | Buy |
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|
2022
Q1 | $43.4M | Sell |
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|
2021
Q4 | $48.4M | Buy |
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|
2021
Q3 | $41.4M | Buy |
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|
2021
Q2 | $38.4M | Buy |
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|
2021
Q1 | $30.9M | Buy |
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|
2020
Q4 | $28.1M | Buy |
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|
2020
Q3 | $23M | Buy |
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|
2020
Q2 | $19.5M | Buy |
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|
2020
Q1 | $13.8M | Buy |
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|
2019
Q4 | $8.82M | Buy |
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|
2019
Q3 | $6.84M | Buy |
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|
2019
Q2 | $5.18M | Sell |
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|
2019
Q1 | $5.67M | Buy |
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|
2018
Q4 | $3.01M | Buy |
|