Essex Financial Services’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 | $1.9M | Sell |
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|
2025
Q1 | $1.79M | Buy |
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|
2024
Q4 | $1.84M | Sell |
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|
2024
Q3 | $1.95M | Buy |
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|
2024
Q2 | $1.77M | Buy |
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|
2024
Q1 | $776K | Buy |
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|
2023
Q4 | $592K | Sell |
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|
2023
Q3 | $586K | Sell |
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|
2023
Q2 | $622K | Buy |
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|
2023
Q1 | $441K | Sell |
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|
2022
Q4 | $457K | Buy |
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|
2022
Q3 | $414K | Sell |
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|
2022
Q2 | $528K | Sell |
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|
2022
Q1 | $638K | Buy |
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|
2021
Q4 | $200K | Buy |
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