Forvis Mazars 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
Q3 | $478K | Buy |
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|
2025
Q2 | $419K | Hold |
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|
2025
Q1 | $392K | Sell |
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|
2024
Q4 | $417K | Buy |
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|
2024
Q3 | $411K | Hold |
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|
2024
Q2 | $392K | Buy |
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|
2024
Q1 | $377K | Sell |
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|
2023
Q4 | $380K | Buy |
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|
2023
Q3 | $241K | Hold |
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|
2023
Q2 | $247K | Hold |
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|
2023
Q1 | $227K | Sell |
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|
2022
Q4 | $215K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $206K | Sell |
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|
2022
Q1 | $292K | Buy |
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|
2021
Q4 | $256K | Buy |
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|
2021
Q3 | $223K | Sell |
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|
2021
Q2 | $326K | Buy |
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