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

Modera Wealth Management’s Portfolio QUAL Stock Details QUAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$1.1M	Buy
2025 Q2	$1.03M	Sell
2025 Q1	$1.01M	Buy
2024 Q4	$1.04M	Buy
2024 Q3	$949K	Sell
2024 Q2	$913K	Buy
2024 Q1	$228K	Buy
2022 Q2	–	Sell
2022 Q1	$276K	Buy