Lodestone 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 | $436K | Sell |
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|
2025
Q2 | $417K | Sell |
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|
2025
Q1 | $409K | Hold |
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|
2024
Q4 | $426K | Hold |
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|
2024
Q3 | $429K | Sell |
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|
2024
Q2 | $491K | Sell |
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|
2024
Q1 | $512K | Sell |
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|
2023
Q4 | $464K | Sell |
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|
2023
Q3 | $465K | Sell |
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|
2023
Q2 | $857K | Sell |
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|
2023
Q1 | $1.78M | Sell |
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|
2022
Q4 | $1.64M | Buy |
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