Hemenway Trust Hemenway Trust’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
$253K Sell
2025
Q2
$274K Hold
2025
Q1
$256K Sell
2024
Q4
$318K Sell
2024
Q3
$338K Hold
2024
Q2
$322K Hold
2024
Q1
$310K Sell
2023
Q4
$281K Hold
2023
Q3
$252K Sell
2023
Q2
$271K Buy
2023
Q1
$217K Buy
2022
Q3
Sell
2022
Q2
$274K Hold
2022
Q1
$330K Hold
2021
Q4
$357K Hold
2021
Q3
$323K Hold
2021
Q2
$326K Hold
2021
Q1
$298K Sell
2020
Q4
$291K Sell
2020
Q3
$279K Hold
2020
Q2
$258K Buy