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Heritage Oak Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Heritage Oak Wealth Advisors’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-1,673
Closed -$286K – 77
2025
Q1 		$286K Sell
1,673
-635
-28% -$109K 0.13% 56
2024
Q4 		$411K Buy
+2,308
New +$411K 0.19% 46