Fulcrum Equity Management’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
Q2 | $816K | Buy |
4,462
+197
| +5% | +$36K | 0.84% | 33 |
|
|
2025
Q1 | $729K | Buy |
4,265
+437
| +11% | +$74.7K | 0.8% | 37 |
|
|
2024
Q4 | $682K | Sell |
3,828
-10
| -0.3% | -$1.78K | 0.67% | 49 |
|
|
2024
Q3 | $688K | Sell |
3,838
-333
| -8% | -$59.7K | 0.58% | 51 |
|
|
2024
Q2 | $712K | Sell |
4,171
-2,628
| -39% | -$449K | 0.64% | 50 |
|
|
2024
Q1 | $1.12M | Buy |
+6,799
| New | +$1.12M | 1.32% | 26 |
|
|
2019
Q4 | – | Sell |
-12
| Closed | -$1K | – | 194 |
|
|
2019
Q3 | $1K | Buy |
+12
| New | +$1K | ﹤0.01% | 230 |
|