Global Retirement Partners’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 | $14.5M | Buy |
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|
2024
Q4 | $12M | Buy |
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|
2024
Q3 | $10.2M | Buy |
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|
2024
Q2 | $8.74M | Buy |
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|
2024
Q1 | $7.26M | Sell |
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|
2023
Q4 | $7.05M | Buy |
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|
2023
Q3 | $5.68M | Sell |
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|
2023
Q2 | $6.34M | Buy |
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|
2023
Q1 | $5.6M | Buy |
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|
2022
Q4 | $3.18M | Sell |
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|
2022
Q3 | $3.19M | Sell |
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|
2022
Q2 | $3.38M | Sell |
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|
2022
Q1 | $3.62M | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $4.52M | Sell |
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|
2021
Q2 | $4.58M | Sell |
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|
2021
Q1 | $4.21M | Sell |
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|
2020
Q4 | $4.73M | Sell |
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|
2020
Q3 | $4.82M | Sell |
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|
2020
Q2 | $5.83M | Sell |
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|
2020
Q1 | $5.38M | Buy |
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|
2019
Q4 | $6.58M | Buy |
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|
2019
Q3 | $5.55M | Buy |
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|
2019
Q2 | $414K | Buy |
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|
2019
Q1 | $92K | Sell |
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|
2018
Q4 | $101K | Sell |
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|
2018
Q3 | $159K | Buy |
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|
2018
Q2 | $145K | Buy |
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|
2018
Q1 | $140K | Buy |
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|
2017
Q4 | $109K | Hold |
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|
2017
Q3 | $102K | Hold |
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|
2017
Q2 | $98K | Hold |
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|
2017
Q1 | $96K | Hold |
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|
2016
Q4 | $91K | Buy |
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