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

Heritage Wealth Architects’s Portfolio QUAL Stock Details QUAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$2.27M	Sell
2025 Q2	$2.19M	Buy
2025 Q1	$2.05M	Buy