OneDigital Investment Advisors’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
Q2 | $202M | Sell |
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2025
Q1 | $198M | Buy |
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|
2024
Q4 | $186M | Sell |
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|
2024
Q3 | $193M | Buy |
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|
2024
Q2 | $182M | Buy |
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|
2024
Q1 | $122M | Sell |
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|
2023
Q4 | $122M | Buy |
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|
2023
Q3 | $86.6M | Sell |
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|
2023
Q2 | $91.5M | Buy |
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|
2023
Q1 | $75.8M | Buy |
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|
2022
Q4 | $42.2M | Buy |
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|
2022
Q3 | $16M | Buy |
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|
2022
Q2 | $5.9M | Buy |
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|
2022
Q1 | $6.77M | Buy |
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|
2021
Q4 | $7.18M | Buy |
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|
2021
Q3 | $6.49M | Buy |
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|
2021
Q2 | $6.42M | Buy |
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|
2021
Q1 | $2.56M | Sell |
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|
2020
Q4 | $2.61M | Sell |
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|
2020
Q3 | $2.49M | Sell |
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|
2020
Q2 | $2.9M | Sell |
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|
2020
Q1 | $3.44M | Buy |
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|
2019
Q4 | $301K | Buy |
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|
2019
Q3 | $272K | Buy |
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