HB Wealth 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 | $3.54M | Buy |
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|
2025
Q2 | $933K | Sell |
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|
2025
Q1 | $4.17M | Buy |
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|
2024
Q4 | $1.25M | Buy |
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|
2024
Q3 | $1.25M | Sell |
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|
2024
Q2 | $1.19M | Sell |
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|
2024
Q1 | $1.15M | Buy |
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|
2023
Q4 | $1.01M | Sell |
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|
2023
Q3 | $912K | Buy |
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|
2023
Q2 | $926K | Hold |
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|
2023
Q1 | $852K | Buy |
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|
2022
Q4 | $755K | Buy |
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|
2022
Q3 | $213K | Sell |
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|
2022
Q2 | $494K | Sell |
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|
2022
Q1 | $1.01M | Buy |
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|
2021
Q4 | $634K | Buy |
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