EverSource Wealth Advisors’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 | $2.78M | Buy |
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|
2025
Q1 | $2.13M | Buy |
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|
2024
Q4 | $1.39M | Sell |
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|
2024
Q3 | $1.43M | Sell |
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|
2024
Q2 | $1.79M | Buy |
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|
2024
Q1 | $987K | Sell |
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|
2023
Q4 | $1.11M | Buy |
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|
2023
Q3 | $895K | Sell |
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|
2023
Q2 | $1.1M | Buy |
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|
2023
Q1 | $1.01M | Buy |
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|
2022
Q4 | $15.2K | Buy |
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