Goelzer Investment 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
Q3 | $844K | Sell |
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|
2025
Q2 | $801K | Buy |
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|
2025
Q1 | $716K | Buy |
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|
2024
Q4 | $732K | Hold |
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|
2024
Q3 | $737K | Hold |
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|
2024
Q2 | $702K | Sell |
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|
2024
Q1 | $706K | Buy |
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|
2023
Q4 | $568K | Hold |
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|
2023
Q3 | $509K | Hold |
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|
2023
Q2 | $521K | Sell |
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|
2023
Q1 | $499K | Hold |
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|
2022
Q4 | $458K | Sell |
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|
2022
Q3 | $538K | Buy |
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|
2022
Q2 | $547K | Buy |
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|
2022
Q1 | – | Sell |
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|
2021
Q4 | $594K | Buy |
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|
2019
Q4 | – | Sell |
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|
2019
Q3 | $381K | Buy |
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|
2019
Q2 | $243K | Sell |
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|
2019
Q1 | $529K | Buy |
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