GWA
QUAL icon

Genesis Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Genesis Wealth Advisors’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$687K Sell
3,758
-649
-15% -$119K 0.52% 25
2025
Q1 		$753K Sell
4,407
-634
-13% -$108K 0.61% 25
2024
Q4 		$898K Buy
+5,041
New +$898K 0.78% 24