Milestone Investment Advisors’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
Q2 | $183K | Hold |
1,000
| – | – | 0.05% | 82 |
|
|
2025
Q1 | $171K | Hold |
1,000
| – | – | 0.05% | 82 |
|
|
2024
Q4 | $178K | Hold |
1,000
| – | – | 0.05% | 82 |
|
|
2024
Q3 | $179K | Hold |
1,000
| – | – | 0.05% | 82 |
|
|
2024
Q2 | $171K | Hold |
1,000
| – | – | 0.05% | 79 |
|
|
2024
Q1 | $164K | Hold |
1,000
| – | – | 0.04% | 78 |
|
|
2023
Q4 | $147K | Buy |
+1,000
| New | +$147K | 0.04% | 77 |
|