MBL 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
Q3 | $684K | Sell |
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|
2025
Q2 | $652K | Sell |
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|
2025
Q1 | $619K | Hold |
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|
2024
Q4 | $645K | Hold |
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|
2024
Q3 | $649K | Hold |
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|
2024
Q2 | $618K | Hold |
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|
2024
Q1 | $595K | Hold |
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|
2023
Q4 | $533K | Sell |
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|
2023
Q3 | $478K | Hold |
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|
2023
Q2 | $490K | Hold |
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|
2023
Q1 | $450K | Hold |
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|
2022
Q4 | $414K | Sell |
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|
2022
Q3 | $456K | Sell |
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|
2022
Q2 | $665K | Sell |
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|
2022
Q1 | $1.26M | Buy |
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|
2021
Q3 | $2.12M | Buy |
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|
2021
Q1 | $2.47M | Sell |
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|
2020
Q4 | $3.25M | Buy |
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