OPWM
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Oregon Pacific Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Oregon Pacific 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 		$546K Buy
2,989
+1,487
+99% +$272K 0.52% 48
2025
Q1 		$257K Sell
1,502
-41
-3% -$7.01K 0.26% 101
2024
Q4 		$275K Buy
+1,543
New +$275K 0.27% 98