Evergreen Wealth Solutions’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 | $906K | Buy |
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|
2025
Q1 | $779K | Buy |
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|
2024
Q4 | $804K | Buy |
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|
2024
Q3 | $772K | Buy |
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|
2024
Q2 | $436K | Buy |
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|
2024
Q1 | $378K | Buy |
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|
2023
Q4 | $325K | Sell |
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|
2023
Q3 | $329K | Buy |
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|
2023
Q2 | $327K | Sell |
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|
2023
Q1 | $5.08M | Sell |
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|
2022
Q4 | $5.14M | Sell |
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|
2022
Q3 | $4.85M | Sell |
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|
2022
Q2 | $7.36M | Sell |
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|
2022
Q1 | $18.2M | Sell |
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|
2021
Q4 | $20.5M | Buy |
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