Kingswood Wealth Advisors’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 | $1.81M | Buy |
9,896
+225
| +2% | +$41.1K | 0.14% | 161 |
|
|
2025
Q1 | $1.65M | Buy |
9,671
+529
| +6% | +$90.4K | 0.15% | 160 |
|
|
2024
Q4 | $1.63M | Buy |
9,142
+1,097
| +14% | +$195K | 0.12% | 177 |
|
|
2024
Q3 | $1.44M | Buy |
8,045
+350
| +5% | +$62.8K | 0.1% | 226 |
|
|
2024
Q2 | $1.31M | Buy |
7,695
+4,551
| +145% | +$777K | 0.12% | 186 |
|
|
2024
Q1 | $517K | Buy |
3,144
+1,214
| +63% | +$200K | 0.06% | 338 |
|
|
2023
Q4 | $284K | Buy |
+1,930
| New | +$284K | 0.03% | 490 |
|