Keeler & Nadler Financial Planning & Wealth Management’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 | $21.8M | Buy |
119,148
+2,742
| +2% | +$501K | 8.72% | 2 |
|
|
2025
Q1 | $19.7M | Buy |
116,406
+7,659
| +7% | +$1.3M | 8.9% | 1 |
|
|
2024
Q4 | $19.4M | Buy |
108,747
+9,680
| +10% | +$1.72M | 9.07% | 1 |
|
|
2024
Q3 | $17.8M | Buy |
99,067
+14,199
| +17% | +$2.55M | 8.65% | 1 |
|
|
2024
Q2 | $14.5M | Buy |
84,868
+21,003
| +33% | +$3.59M | 7.96% | 4 |
|
|
2024
Q1 | $10.5M | Buy |
63,865
+32,355
| +103% | +$5.32M | 6.3% | 6 |
|
|
2023
Q4 | $4.64M | Buy |
+31,510
| New | +$4.64M | 3.35% | 9 |
|
|
2022
Q4 | $283K | Buy |
+2,481
| New | +$283K | 0.26% | 40 |
|