Falcon Wealth Planning’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Falcon Wealth Planning’s Portfolio QUAL Stock Details QUAL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$260K	Buy
2025 Q2	$239K	Hold
2025 Q1	$224K	Hold
2024 Q4	$233K	Sell
2024 Q3	$261K	Sell
2024 Q2	$275K	Buy
2024 Q1	$249K	Buy