EPG 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
Q3 | $204K | Sell |
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|
2025
Q2 | $196K | Hold |
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|
2025
Q1 | $183K | Buy |
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|
2024
Q4 | $191K | Hold |
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|
2024
Q3 | $192K | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $442K | Hold |
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|
2023
Q4 | $418K | Sell |
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|
2023
Q3 | $374K | Hold |
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|
2023
Q2 | $382K | Buy |
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|
2023
Q1 | $352K | Buy |
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|
2022
Q4 | $323K | Buy |
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|
2022
Q3 | $294K | Sell |
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|
2022
Q2 | $362K | Buy |
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|
2022
Q1 | $414K | Sell |
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|
2021
Q4 | $524K | Buy |
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|
2021
Q3 | $329K | Buy |
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|
2021
Q2 | $315K | Sell |
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|
2021
Q1 | $315K | Sell |
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|
2020
Q4 | $312K | Buy |
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|
2020
Q3 | $278K | Buy |
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|
2020
Q2 | $240K | Sell |
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|
2020
Q1 | $228K | Buy |
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|
2019
Q4 | $229K | Buy |
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