Lifelong Wealth Advisors’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
$7.81M Buy
42,708
+4,597
+12% +$840K 2.59% 8
2025
Q1
$6.51M Buy
38,111
+3,212
+9% +$549K 3.05% 4
2024
Q4
$6.21M Buy
+34,899
New +$6.21M 2.79% 5