Physician 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
Q2 | $28.1M | Buy |
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|
2025
Q1 | $24.9M | Buy |
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|
2024
Q4 | $21.5M | Buy |
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|
2024
Q3 | $21.4M | Buy |
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|
2024
Q2 | $19.4M | Buy |
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|
2024
Q1 | $16.9M | Buy |
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|
2023
Q4 | $15.4M | Buy |
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|
2023
Q3 | $13M | Sell |
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|
2023
Q2 | $17.3M | Buy |
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|
2023
Q1 | $15.7M | Buy |
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|
2022
Q4 | $522K | Sell |
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|
2022
Q3 | $482K | Buy |
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|
2022
Q2 | $413K | Buy |
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|
2022
Q1 | $375K | Buy |
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|
2021
Q4 | $315K | Buy |
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|
2020
Q2 | – | Sell |
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|
2020
Q1 | $1.01M | Sell |
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|
2019
Q4 | $4.06M | Buy |
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|
2019
Q3 | $3.1M | Buy |
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