Evergreen Private Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $37.8K | Hold |
207
| – | – | 0.02% | 121 |
|
|
2025
Q1 | $35.4K | Hold |
207
| – | – | 0.02% | 123 |
|
|
2024
Q4 | $36.9K | Hold |
207
| – | – | 0.02% | 126 |
|
|
2024
Q3 | $37.1K | Hold |
207
| – | – | 0.02% | 126 |
|
|
2024
Q2 | $35.3K | Hold |
207
| – | – | 0.02% | 128 |
|
|
2024
Q1 | $34K | Hold |
207
| – | – | 0.02% | 130 |
|
|
2023
Q4 | $30.5K | Buy |
+207
| New | +$30.5K | 0.02% | 127 |
|