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Opes Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Opes Wealth Management’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$311K Sell
1,700
-27
-2% -$4.94K 0.06% 119
2025
Q1 		$295K Sell
1,727
-1,429
-45% -$244K 0.06% 120
2024
Q4 		$562K Buy
+3,156
New +$562K 0.12% 77