Meristem Family 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
2022
Q1
$647K Sell
2021
Q4
$717K Hold
2021
Q3
$649K Buy
2021
Q2
$558K Hold
2021
Q1
$511K Hold
2020
Q4
$488K Hold
2020
Q3
$435K Hold
2020
Q2
$402K Sell
2020
Q1
$353K Sell
2019
Q4
$447K Buy
2019
Q3
$388K Buy