Holistic Planning’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Holistic Planning’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 Q2	$581K	Buy
2025 Q1	$317K	Buy
2024 Q1	–	Sell
2023 Q4	$251K	Buy