Monograph Wealth 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
$500K Hold
2025
Q2
$470K Sell
2025
Q1
$1.28M Hold
2024
Q4
$1.34M Hold
2024
Q3
$1.35M Buy
2024
Q2
$439K Hold
2024
Q1
$422K Buy
2023
Q4
$245K Buy