Lord & Richards Wealth Management’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	–	Sell	-5,314	Closed	-$908K	–	137
2025 Q1	$908K	Buy	5,314 +436	+9%	+$74.5K	1.03%	33
2024 Q4	$869K	Buy	+4,878	New	+$869K	1.83%	15