Milestone Investment Advisors’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
$195K Hold
2025
Q2
$183K Hold
2025
Q1
$171K Hold
2024
Q4
$178K Hold
2024
Q3
$179K Hold
2024
Q2
$171K Hold
2024
Q1
$164K Hold
2023
Q4
$147K Buy