Obermeyer Wealth Partners’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 | $108M | Buy |
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2025
Q2 | $101M | Buy |
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|
2025
Q1 | $93.1M | Buy |
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|
2024
Q4 | $93.9M | Sell |
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|
2024
Q3 | $103M | Sell |
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|
2024
Q2 | $110M | Buy |
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|
2024
Q1 | $92.6M | Buy |
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|
2023
Q4 | $79.7M | Buy |
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|
2023
Q3 | $69.6M | Buy |
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|
2023
Q2 | $52.6M | Buy |
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|
2023
Q1 | $11.5M | Buy |
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|
2022
Q4 | $7.43M | Buy |
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