Epstein & White Financial’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Epstein & White Financial’s Portfolio QUAL Stock Details QUAL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	$33M	Buy
2021 Q1	$29.1M	Buy
2020 Q4	$25.8M	Sell
2020 Q3	$43M	Sell
2020 Q2	$40M	Buy
2020 Q1	$30.4M	Buy
2019 Q4	$24.4M	Buy
2019 Q3	–	Sell
2019 Q2	$354K	Sell
2019 Q1	$358K	Buy
2018 Q4	$297K	Buy