LWA
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LifeGoal Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

LifeGoal Wealth Advisors’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$583K Buy
3,190
+578
+22% +$106K 0.55% 37
2025
Q1 		$471K Buy
+2,612
New +$471K 0.51% 40