Plante Moran Financial 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
Q3 | $364K | Buy |
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2025
Q2 | $336K | Buy |
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|
2025
Q1 | $312K | Sell |
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|
2024
Q4 | $347K | Buy |
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|
2024
Q3 | $343K | Buy |
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|
2024
Q2 | $289K | Buy |
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|
2024
Q1 | $103K | Buy |
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|
2023
Q4 | $40.2K | Buy |
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|
2023
Q2 | – | Sell |
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|
2023
Q1 | $17.8K | Buy |
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|
2020
Q4 | – | Hold |
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|
2020
Q3 | – | Hold |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $50K | Buy |
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