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Essential Planning’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Essential Planning’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-14,885
Closed -$2.7M – 248
2024
Q4 		$2.7M Buy
+14,885
New +$2.7M 0.02% 169