Oxford Financial Group’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 | $704K | Sell |
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|
2025
Q2 | $663K | Buy |
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|
2025
Q1 | $619K | Sell |
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|
2024
Q4 | $955K | Buy |
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|
2024
Q3 | $649K | Hold |
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|
2024
Q2 | $618K | Hold |
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|
2024
Q1 | $595K | Sell |
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|
2023
Q4 | $555K | Buy |
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|
2023
Q3 | $477K | Sell |
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|
2023
Q2 | $516K | Buy |
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|
2023
Q1 | $449K | Sell |
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|
2022
Q4 | $426K | Sell |
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|
2022
Q3 | $441K | Sell |
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|
2022
Q2 | $551K | Sell |
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|
2022
Q1 | $816K | Buy |
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|
2021
Q4 | $204K | Buy |
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