Medallion Wealth Advisors, LLC’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
2026
Q1
$125K Hold
2025
Q4
$130K Hold
2025
Q3
$127K Buy
2025
Q2
$120K Buy
2025
Q1
$111K Buy
2024
Q4
$116K Buy