Jones Financial Companies’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
Q2 | $52.2M | Buy |
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|
2025
Q1 | $40.8M | Buy |
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|
2024
Q4 | $32.4M | Buy |
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|
2024
Q3 | $21.4M | Buy |
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|
2024
Q2 | $9.53M | Buy |
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|
2024
Q1 | $1.33M | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $112K | Buy |
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|
2022
Q4 | – | Sell |
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|
2022
Q3 | $68K | Hold |
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|
2022
Q2 | $73K | Sell |
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|
2022
Q1 | $129K | Sell |
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|
2021
Q4 | $406K | Buy |
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|
2021
Q2 | – | Sell |
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|
2021
Q1 | $64K | Sell |
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|
2020
Q4 | $70K | Buy |
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