Palo Alto Wealth Advisors’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 | $24.7M | Buy |
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2025
Q2 | $22M | Buy |
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|
2025
Q1 | $20.3M | Buy |
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|
2024
Q4 | $17.2M | Buy |
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|
2024
Q3 | $16.8M | Buy |
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|
2024
Q2 | $15M | Buy |
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|
2024
Q1 | $13.9M | Buy |
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|
2023
Q4 | $11.3M | Buy |
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|
2023
Q3 | $9.85M | Buy |
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|
2023
Q2 | $9.87M | Sell |
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|
2023
Q1 | $9.18M | Buy |
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|
2022
Q4 | $7.96M | Buy |
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