Pines Wealth Management’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
$1.08M Buy
5,858
+204
+4% +$37.7K 0.38% 64
2025
Q1
$862K Buy
5,654
+144
+3% +$21.9K 0.4% 65
2024
Q4
$972K Buy
+5,510
New +$972K 0.42% 59