Oakworth Capital’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 | $3.11K | Buy |
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|
2023
Q3 | – | Sell |
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|
2023
Q2 | $9.04K | Buy |
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|
2021
Q1 | – | Sell |
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|
2020
Q4 | $6K | Hold |
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|
2020
Q3 | $5K | Hold |
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|
2020
Q2 | $5K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $48K | Hold |
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|
2018
Q2 | $44K | Hold |
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|
2018
Q1 | $44K | Hold |
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|
2017
Q4 | $44K | Hold |
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|
2017
Q3 | $40K | Hold |
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|
2017
Q2 | $40K | Hold |
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|
2017
Q1 | $39K | Buy |
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