Morton Capital Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Morton Capital Management’s Portfolio QUAL Stock Details QUAL Fund Activity

Upgrade to unlock

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$255K	Buy
2025 Q2	$240K	Sell
2025 Q1	$233K	Buy
2024 Q4	$233K	Buy
2024 Q3	$234K	Buy