MSWA
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Marshall & Sterling Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Marshall & Sterling Wealth Advisors’s Portfolio QUAL Stock Details QUAL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$1.78M Sell
9,789
-498
-5% -$90.6K 1.21% 22
2025
Q1 		$1.76M Buy
10,287
+164
+2% +$28K 1.2% 22
2024
Q4 		$1.8M Buy
+10,123
New +$1.8M 1.25% 20