Gen-Wealth Partners’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
$7.42M Buy
40,605
+2,685
+7% +$491K 2.87% 5
2025
Q1
$6.48M Buy
37,920
+2,464
+7% +$421K 2.71% 4
2024
Q4
$6.31M Buy
35,456
+1,314
+4% +$234K 2.71% 5
2024
Q3
$6.13M Buy
34,142
+1,592
+5% +$286K 2.68% 5
2024
Q2
$5.56M Buy
32,550
+221
+0.7% +$37.7K 2.69% 5
2024
Q1
$5.31M Buy
+32,329
New +$5.31M 2.63% 3