Herold 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
Q2 | $1.16M | Buy |
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|
2025
Q1 | $1.04M | Buy |
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|
2024
Q4 | $866K | Buy |
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|
2024
Q3 | $618K | Buy |
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|
2024
Q2 | $544K | Buy |
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|
2024
Q1 | $484K | Buy |
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|
2023
Q4 | $307K | Buy |
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|
2023
Q3 | $268K | Sell |
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|
2023
Q2 | $306K | Sell |
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|
2023
Q1 | $306K | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $33.7K | Buy |
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|
2021
Q4 | – | Sell |
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|
2021
Q3 | $26K | Buy |
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