KMG Fiduciary Partners’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
$234K Sell
1,282
-92
-7% -$16.8K 0.02% 274
2025
Q1
$235K Buy
1,374
+70
+5% +$12K 0.02% 266
2024
Q4
$232K Buy
+1,304
New +$232K 0.02% 261