Mowery & Schoenfeld Wealth Management’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	–	Sell	-349	Closed	-$59.6K	–	449
2025 Q1	$59.6K	Buy	+349	New	+$59.6K	0.12%	119
2024 Q4	–	Sell	-27	Closed	-$4.84K	–	509
2024 Q3	$4.84K	Buy	+27	New	+$4.84K	0.01%	206