HM Payson & Co’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
$161K Hold
2025
Q2
$151K Buy
2025
Q1
$96.9K Sell
2024
Q4
$227K Buy
2024
Q3
$209K Hold
2024
Q2
$199K Sell
2024
Q1
$197K Sell
2023
Q4
$202K Sell
2023
Q3
$181K Buy
2023
Q2
$158K Sell
2023
Q1
$227K Buy
2022
Q4
Sell
2022
Q3
$62K Hold
2022
Q2
$67K Buy