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Polaris Wealth Advisory Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Polaris Wealth Advisory Group’s Portfolio QUAL Stock Details QUAL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-136,494
Closed -$13.2M – 179
2020
Q2 		$13.2M Buy
136,494
+117,061
+602% +$11.3M 1.04% 37
2020
Q1 		$1.58M Buy
+19,433
New +$1.58M 0.17% 65