LFA
Level Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.84M | Sell |
10,090
-436
| -4% | -$79.7K | 0.57% | 35 |
|
|
2025
Q1 | $1.8M | Sell |
10,526
-25
| -0.2% | -$4.27K | 0.61% | 35 |
|
|
2024
Q4 | $1.88M | Sell |
10,551
-170
| -2% | -$30.3K | 0.69% | 32 |
|
|
2024
Q3 | $1.92M | Sell |
10,721
-708
| -6% | -$127K | 0.73% | 32 |
|
|
2024
Q2 | $1.95M | Buy |
11,429
+381
| +3% | +$65.1K | 0.85% | 27 |
|
|
2024
Q1 | $1.82M | Sell |
11,048
-139
| -1% | -$22.8K | 0.82% | 25 |
|
|
2023
Q4 | $1.65M | Sell |
11,187
-420
| -4% | -$61.8K | 0.81% | 25 |
|
|
2023
Q3 | $1.53M | Sell |
11,607
-57
| -0.5% | -$7.51K | 0.86% | 24 |
|
|
2023
Q2 | $1.57M | Sell |
11,664
-272
| -2% | -$36.7K | 0.88% | 23 |
|
|
2023
Q1 | $1.48M | Sell |
11,936
-1,858
| -13% | -$231K | 0.89% | 24 |
|
|
2022
Q4 | $1.57M | Sell |
13,794
-10,558
| -43% | -$1.2M | 1.03% | 21 |
|
|
2022
Q3 | $2.53M | Buy |
24,352
+107
| +0.4% | +$11.1K | 1.87% | 11 |
|
|
2022
Q2 | $2.71M | Buy |
24,245
+1,599
| +7% | +$179K | 1.99% | 9 |
|
|
2022
Q1 | $3.05M | Buy |
22,646
+2,160
| +11% | +$291K | 2.35% | 8 |
|
|
2021
Q4 | $2.98M | Buy |
+20,486
| New | +$2.98M | 2.27% | 10 |
|