ORG Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$76.6K	Hold	417	–	–	0.02%	285
2025 Q1	$71.5K	Sell	417 -2,379	-85%	-$408K	0.02%	319
2024 Q4	$498K	Sell	2,796 -1,170	-30%	-$208K	0.15%	66
2024 Q3	$711K	Buy	+3,966	New	+$711K	0.24%	40