MWM
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MGB Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

MGB Wealth Management’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$40.2K Hold
220
– – 0.01% 268
2025
Q1 		$37.6K Hold
220
– – 0.01% 253
2024
Q4 		$39.2K Hold
220
– – 0.01% 245
2024
Q3 		$39.4K Buy
+220
New +$39.4K 0.01% 236