Insigneo Advisory Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $663K | Buy |
3,627
+2,131
| +142% | +$390K | 0.06% | 265 |
|
|
2025
Q1 | $256K | Sell |
1,496
-281
| -16% | -$48K | 0.03% | 453 |
|
|
2024
Q4 | $316K | Sell |
1,777
-503
| -22% | -$89.6K | 0.03% | 404 |
|
|
2024
Q3 | $409K | Buy |
2,280
+24
| +1% | +$4.3K | 0.04% | 359 |
|
|
2024
Q2 | $367K | Buy |
2,256
+461
| +26% | +$75K | 0.04% | 358 |
|
|
2024
Q1 | $295K | Buy |
+1,795
| New | +$295K | 0.04% | 387 |
|