KCM Investment Advisors’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 | $1.71M | Hold |
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|
2025
Q1 | $1.6M | Buy |
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|
2024
Q4 | $1.64M | Sell |
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|
2024
Q3 | $1.65M | Buy |
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|
2024
Q2 | $1.55M | Buy |
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|
2024
Q1 | $1.48M | Buy |
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|
2023
Q4 | $1.15M | Buy |
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|
2023
Q3 | $995K | Sell |
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|
2023
Q2 | $1.02M | Sell |
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|
2023
Q1 | $1.09M | Buy |
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|
2022
Q4 | $891K | Sell |
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|
2022
Q3 | $839K | Sell |
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|
2022
Q2 | $915K | Sell |
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|
2022
Q1 | $1.12M | Hold |
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|
2021
Q4 | $1.21M | Sell |
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|
2021
Q3 | $1.19M | Buy |
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|
2021
Q2 | $1.18M | Sell |
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|
2021
Q1 | $1.08M | Hold |
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|
2020
Q4 | $1.03M | Hold |
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|
2020
Q3 | $923K | Hold |
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|
2020
Q2 | $853K | Hold |
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|
2020
Q1 | $721K | Sell |
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|
2019
Q4 | $1.08M | Buy |
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|
2019
Q3 | $964K | Hold |
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|
2019
Q2 | $955K | Hold |
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|
2019
Q1 | $924K | Buy |
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|
2018
Q4 | $775K | Sell |
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|
2018
Q3 | $1.13M | Sell |
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|
2018
Q2 | $1.15M | Buy |
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|
2018
Q1 | $1.09M | Sell |
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|
2017
Q4 | $1.12M | Buy |
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|
2017
Q3 | $1.04M | Buy |
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|
2017
Q2 | $1M | Hold |
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|
2017
Q1 | $982K | Sell |
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|
2016
Q4 | $1.05M | Buy |
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|
2016
Q3 | $1.01M | Buy |
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|
2016
Q2 | $973K | Sell |
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|
2016
Q1 | $994K | Buy |
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|
2015
Q4 | $946K | Buy |
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|
2015
Q3 | $713K | Buy |
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|
2015
Q2 | $688K | Sell |
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|
2015
Q1 | $744K | Buy |
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|
2014
Q4 | $716K | Buy |
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|
2014
Q3 | $685K | Buy |
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|
2014
Q2 | $669K | Buy |
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|
2014
Q1 | $619K | Buy |
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|
2013
Q4 | $406K | Buy |
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