HCR Wealth Advisors’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
$770K Buy
2025
Q2
$711K Sell
2025
Q1
$693K Buy
2024
Q4
$505K Buy
2024
Q3
$283K Buy
2024
Q2
$234K Buy