Evolution Wealth 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 Q1	–	Sell	-1,375	Closed	-$245K	–	157
2024 Q4	$245K	Hold	1,375	–	–	0.04%	121
2024 Q3	$247K	Buy	+1,375	New	+$247K	0.04%	115
2020 Q1	–	Sell	-250	Closed	-$25K	–	574
2019 Q4	$25K	Buy	+250	New	+$25K	0.01%	208