Pinnacle Wealth Planning Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Pinnacle Wealth Planning Services’s Portfolio QUAL Stock Details QUAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	$561K	Sell
2025 Q1	$534K	Buy
2024 Q4	$549K	Buy
2021 Q1	–	Sell
2020 Q4	$0	Buy