Gerber Kawasaki Wealth & Investment 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 | $263K | Sell |
1,437
-628
| -30% | -$115K | 0.01% | 274 |
|
|
2025
Q1 | $353K | Buy |
2,065
+3
| +0.1% | +$513 | 0.02% | 222 |
|
|
2024
Q4 | $367K | Sell |
2,062
-243
| -11% | -$43.3K | 0.02% | 213 |
|
|
2024
Q3 | $413K | Buy |
2,305
+9
| +0.4% | +$1.61K | 0.02% | 202 |
|
|
2024
Q2 | $392K | Buy |
2,296
+372
| +19% | +$63.5K | 0.02% | 196 |
|
|
2024
Q1 | $316K | Buy |
+1,924
| New | +$316K | 0.02% | 217 |
|
|
2021
Q4 | – | Sell |
-1
| Closed | -$1K | – | 882 |
|
|
2021
Q3 | $1K | Buy |
+1
| New | +$1K | ﹤0.01% | 1074 |
|