Kovitz Investment Group Partners’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
Q3 | $68M | Buy |
|
|||||
|
2025
Q2 | $63.2M | Sell |
|
|||||
|
2025
Q1 | $63.6M | Buy |
|
|||||
|
2024
Q4 | $57.2M | Buy |
|
|||||
|
2024
Q3 | $57.1M | Buy |
|
|||||
|
2024
Q2 | $20.7M | Buy |
|
|||||
|
2024
Q1 | $4.48M | Buy |
|
|||||
|
2023
Q4 | $544K | Hold |
|
|||||
|
2023
Q3 | $487K | Hold |
|
|||||
|
2023
Q2 | $498K | Hold |
|
|||||
|
2023
Q1 | $459K | Hold |
|
|||||
|
2022
Q4 | $421K | Hold |
|
|||||
|
2022
Q3 | $384K | Hold |
|
|||||
|
2022
Q2 | $413K | Sell |
|
|||||
|
2022
Q1 | $519K | Buy |
|