FineMark National Bank & Trust’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
$739K Hold
2025
Q1
$691K Hold
2024
Q4
$720K Buy
2024
Q3
$561K Buy
2024
Q2
$386K Buy
2021
Q3
Sell
2021
Q2
$224K Sell
2021
Q1
$241K Buy
2020
Q4
$208K Buy