Orgel Wealth Management’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 | $585M | Buy |
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|
2025
Q2 | $540M | Buy |
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|
2025
Q1 | $322M | Buy |
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|
2024
Q4 | $228M | Buy |
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|
2024
Q3 | $222M | Buy |
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|
2024
Q2 | $123M | Buy |
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|
2024
Q1 | $110M | Buy |
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|
2023
Q4 | $63.3M | Buy |
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|
2023
Q3 | $49.5M | Buy |
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|
2023
Q2 | $49M | Buy |
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|
2023
Q1 | $43.2M | Buy |
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|
2022
Q4 | $38.7M | Sell |
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|
2022
Q3 | $35.4M | Buy |
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|
2022
Q2 | $33.9M | Buy |
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|
2022
Q1 | $31.6M | Buy |
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|
2021
Q4 | $23.6M | Buy |
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|
2021
Q3 | $16.9M | Buy |
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|
2021
Q2 | $14.6M | Buy |
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|
2021
Q1 | $13M | Buy |
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|
2020
Q4 | $11M | Sell |
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|
2020
Q3 | $9.83M | Buy |
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|
2020
Q2 | $8.99M | Sell |
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|
2020
Q1 | $11.9M | Buy |
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|
2019
Q4 | $8.73M | Buy |
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|
2019
Q3 | $5.45M | Buy |
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|
2019
Q2 | $5.16M | Buy |
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|
2019
Q1 | $4.77M | Buy |
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|
2018
Q4 | $3.62M | Buy |
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|
2018
Q3 | $2.35M | Buy |
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|
2018
Q2 | $1.9M | Buy |
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|
2018
Q1 | $1.65M | Buy |
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|
2017
Q4 | $1.09M | Buy |
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|
2017
Q3 | $291K | Buy |
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|
2017
Q2 | $253K | Buy |
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|
2017
Q1 | $219K | Buy |
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