MB Generational Wealth’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
Q1 | $15M | Sell |
88,054
-2,349
| -3% | -$401K | 11.23% | 3 |
|
|
2024
Q4 | $16.1M | Sell |
90,403
-548
| -0.6% | -$97.6K | 11.81% | 3 |
|
|
2024
Q3 | $16.3M | Sell |
90,951
-146
| -0.2% | -$26.2K | 11.74% | 3 |
|
|
2024
Q2 | $15.6M | Buy |
91,097
+78,192
| +606% | +$13.4M | 12.06% | 3 |
|
|
2024
Q1 | $15.1M | Sell |
12,905
-69,105
| -84% | -$80.6M | 11.81% | 3 |
|
|
2023
Q4 | $12.1M | Buy |
+82,010
| New | +$12.1M | 11.32% | 3 |
|