Moss Adams Wealth 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 | $674K | Hold |
3,687
| – | – | 0.06% | 108 |
|
|
2025
Q1 | $630K | Hold |
3,687
| – | – | 0.07% | 96 |
|
|
2024
Q4 | $657K | Sell |
3,687
-67
| -2% | -$11.9K | 0.07% | 85 |
|
|
2024
Q3 | $673K | Buy |
+3,754
| New | +$673K | 0.07% | 76 |
|
|
2023
Q2 | – | Sell |
-51
| Closed | -$6.33K | – | 169 |
|
|
2023
Q1 | $6.33K | Buy |
51
+39
| +325% | +$4.84K | ﹤0.01% | 141 |
|
|
2022
Q4 | $1.37K | Buy |
+12
| New | +$1.37K | ﹤0.01% | 167 |
|