Kellett Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Kellett Wealth Advisors’s Portfolio QUAL Stock Details QUAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.06M	Buy
2025 Q2	$974K	Buy
2025 Q1	$853K	Buy
2024 Q4	$796K	Buy
2024 Q3	$470K	Buy
2024 Q2	$443K	Sell
2024 Q1	$890K	Buy
2023 Q4	$592K	Buy