Marcum Wealth’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
Q1 | $530K | Buy |
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|
2024
Q4 | $527K | Hold |
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|
2024
Q3 | $530K | Sell |
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|
2024
Q2 | $548K | Hold |
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|
2024
Q1 | $528K | Hold |
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|
2023
Q4 | $472K | Hold |
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|
2023
Q3 | $423K | Sell |
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|
2023
Q2 | $443K | Sell |
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|
2023
Q1 | $439K | Sell |
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|
2022
Q4 | $422K | Sell |
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|
2022
Q3 | $389K | Sell |
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|
2022
Q2 | $511K | Buy |
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|
2022
Q1 | $585K | Sell |
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|
2021
Q4 | $651K | Buy |
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|
2021
Q3 | $363K | Hold |
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|
2021
Q2 | $366K | Sell |
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|
2021
Q1 | $348K | Buy |
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|
2020
Q4 | $322K | Sell |
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|
2020
Q3 | $360K | Sell |
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|
2020
Q2 | $371K | Buy |
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|
2020
Q1 | $300K | Sell |
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|
2019
Q4 | $395K | Buy |
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