Pinnacle Wealth Management 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
$316K Sell
2025
Q2
$318K Sell
2025
Q1
$341K Buy
2024
Q4
$324K Hold
2024
Q3
$326K Sell
2024
Q2
$333K Buy
2024
Q1
$305K Buy
2023
Q4
$252K Sell
2023
Q3
$227K Buy
2023
Q2
$225K Buy
2023
Q1
$203K Buy
2022
Q4
Sell
2022
Q3
$203K Buy
2022
Q2
$211K Sell
2022
Q1
$260K Sell
2021
Q4
$357K Buy
2021
Q3
$284K Buy
2021
Q2
$229K Buy