HWA
HCR Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $711K | Sell |
3,888
-167
| -4% | -$30.5K | 0.08% | 118 |
|
|
2025
Q1 | $693K | Buy |
4,055
+1,217
| +43% | +$208K | 0.09% | 115 |
|
|
2024
Q4 | $505K | Buy |
2,838
+1,260
| +80% | +$224K | 0.06% | 140 |
|
|
2024
Q3 | $283K | Buy |
1,578
+205
| +15% | +$36.8K | 0.04% | 185 |
|
|
2024
Q2 | $234K | Buy |
+1,373
| New | +$234K | 0.03% | 197 |
|