Legacy Wealth Management (Idaho)’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	$39.9K	Hold	218	–	–	0.02%	170
2025 Q1	$37.3K	Buy	+218	New	+$37.3K	0.03%	167
2024 Q4	–	Sell	-18	Closed	-$3.31K	–	795
2024 Q3	$3.31K	Buy	+18	New	+$3.31K	﹤0.01%	430