Lionsbridge Wealth Management’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 | $1.79M | Buy |
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|
2025
Q2 | $1.66M | Sell |
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|
2025
Q1 | $1.6M | Sell |
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|
2024
Q4 | $2.02M | Sell |
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|
2024
Q3 | $2.17M | Sell |
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|
2024
Q2 | $2.1M | Sell |
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|
2024
Q1 | $2.02M | Sell |
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|
2023
Q4 | $1.85M | Sell |
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|
2023
Q3 | $3.07M | Sell |
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|
2023
Q2 | $4.04M | Buy |
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|
2022
Q2 | – | Sell |
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|
2022
Q1 | $206K | Sell |
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|
2021
Q4 | $3.95M | Buy |
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|
2021
Q3 | $3.49M | Buy |
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|
2021
Q2 | $2.76M | Buy |
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|
2021
Q1 | $2.36M | Buy |
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|
2020
Q4 | $2.17M | Buy |
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|
2020
Q3 | $1.88M | Sell |
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|
2020
Q2 | $1.77M | Buy |
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|
2020
Q1 | $1.47M | Sell |
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|
2019
Q4 | $3.37M | Buy |
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