Evermay Wealth Management’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
Q3 | $238K | Hold |
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|
2025
Q2 | $224K | Sell |
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|
2025
Q1 | $237K | Hold |
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|
2024
Q4 | $246K | Hold |
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|
2024
Q3 | $248K | Buy |
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|
2024
Q2 | $209K | Hold |
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|
2024
Q1 | $201K | Hold |
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|
2023
Q4 | $180K | Hold |
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|
2023
Q3 | $162K | Hold |
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|
2023
Q2 | $165K | Hold |
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|
2023
Q1 | $152K | Hold |
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|
2022
Q4 | $139K | Hold |
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|
2022
Q3 | $127K | Sell |
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|
2022
Q2 | $155K | Hold |
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|
2022
Q1 | $187K | Buy |
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|
2021
Q4 | $178K | Hold |
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|
2021
Q3 | $161K | Hold |
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|
2021
Q2 | $163K | Buy |
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