Ridgeline Wealth Planning’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
$1.84M Sell
10,079
-29,809
-75% -$5.45M 1.52% 12
2025
Q1
$6.82M Buy
39,888
+456
+1% +$77.9K 6.7% 5
2024
Q4
$7.02M Buy
+39,432
New +$7.02M 6.72% 5