EP Wealth Advisors’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 | $4.05M | Buy |
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|
2025
Q1 | $3.19M | Sell |
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|
2024
Q4 | $4.68M | Buy |
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|
2024
Q3 | $2.63M | Buy |
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|
2024
Q2 | $2.31M | Buy |
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|
2024
Q1 | $1.28M | Sell |
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|
2023
Q4 | $1.28M | Buy |
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|
2023
Q3 | $1.12M | Buy |
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|
2023
Q2 | $737K | Sell |
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|
2023
Q1 | $26.9M | Buy |
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|
2022
Q4 | $632K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $419K | Sell |
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|
2022
Q1 | $664K | Buy |
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|
2021
Q4 | $425K | Buy |
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|
2021
Q3 | $359K | Buy |
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|
2021
Q2 | $260K | Buy |
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|
2021
Q1 | $220K | Buy |
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|
2020
Q4 | $127K | Buy |
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