Everpar Advisors’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 | $2.12M | Buy |
11,579
+3,045
| +36% | +$557K | 0.96% | 19 |
|
|
2025
Q1 | $1.46M | Buy |
8,534
+1,850
| +28% | +$316K | 0.77% | 29 |
|
|
2024
Q4 | $1.19M | Buy |
6,684
+483
| +8% | +$86K | 0.6% | 32 |
|
|
2024
Q3 | $1.11M | Buy |
6,201
+1,011
| +19% | +$181K | 0.58% | 35 |
|
|
2024
Q2 | $886K | Buy |
5,190
+2,653
| +105% | +$453K | 0.44% | 48 |
|
|
2024
Q1 | $417K | Buy |
+2,537
| New | +$417K | 0.25% | 132 |
|