Palo Alto Wealth Advisors’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 | $22M | Buy |
120,144
+5,117
| +4% | +$935K | 8.31% | 3 |
|
|
2025
Q1 | $20.3M | Buy |
115,027
+18,295
| +19% | +$3.23M | 7.93% | 3 |
|
|
2024
Q4 | $17.2M | Buy |
96,732
+4,560
| +5% | +$812K | 6.04% | 5 |
|
|
2024
Q3 | $16.8M | Buy |
92,172
+4,605
| +5% | +$838K | 6.94% | 5 |
|
|
2024
Q2 | $15M | Buy |
87,567
+2,954
| +3% | +$504K | 10.34% | 3 |
|
|
2024
Q1 | $13.9M | Buy |
84,613
+8,045
| +11% | +$1.32M | 9.8% | 3 |
|
|
2023
Q4 | $11.3M | Buy |
76,568
+2,085
| +3% | +$307K | 8.52% | 3 |
|
|
2023
Q3 | $9.85M | Buy |
74,483
+1,265
| +2% | +$167K | 8.22% | 3 |
|
|
2023
Q2 | $9.87M | Sell |
73,218
-737
| -1% | -$99.4K | 7.88% | 4 |
|
|
2023
Q1 | $9.18M | Buy |
73,955
+4,128
| +6% | +$512K | 7.35% | 4 |
|
|
2022
Q4 | $7.96M | Buy |
+69,827
| New | +$7.96M | 6.78% | 4 |
|