GeoWealth Management’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 | $5.1M | Sell |
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|
2025
Q1 | $4.85M | Buy |
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|
2024
Q4 | $4.88M | Sell |
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|
2024
Q3 | $5.07M | Buy |
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|
2024
Q2 | $4.07M | Sell |
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|
2024
Q1 | $18.3M | Buy |
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|
2023
Q4 | $2.88M | Buy |
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|
2023
Q3 | $760K | Buy |
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|
2023
Q2 | $466K | Sell |
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|
2023
Q1 | $3.12M | Buy |
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|
2022
Q4 | $34K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $226K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $7.68M | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $1.07M | Buy |
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