Marshall Financial Group (Maryland)’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	$1.67M	Sell	9,110 -1,139	-11%	-$209K	0.33%	65
2025 Q1	$1.75M	Sell	10,249 -833	-8%	-$142K	0.38%	56
2024 Q4	$1.97M	Sell	11,082 -283	-2%	-$50.4K	0.48%	45
2024 Q3	$2.04M	Buy	+11,365	New	+$2.04M	0.49%	48