JWM
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JGP Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

JGP Wealth Management’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$393K Hold
2,151
– – 0.05% 147
2025
Q1 		$368K Hold
2,151
– – 0.05% 142
2024
Q4 		$383K Buy
+2,151
New +$383K 0.05% 143