Robertson Stephens Wealth Management’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
Q2 | $6.31M | Sell |
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|
2025
Q1 | $6.2M | Buy |
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|
2024
Q4 | $6.41M | Sell |
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|
2024
Q3 | $6.55M | Sell |
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|
2024
Q2 | $6.25M | Sell |
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|
2024
Q1 | $6.61M | Sell |
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|
2023
Q4 | $6.23M | Buy |
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|
2023
Q3 | $5.3M | Sell |
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|
2023
Q2 | $5.56M | Buy |
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|
2023
Q1 | $5.09M | Buy |
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|
2022
Q4 | $3.08M | Sell |
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|
2022
Q3 | $2.93M | Buy |
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|
2022
Q2 | $3.03M | Buy |
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|
2022
Q1 | $3.64M | Buy |
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|
2021
Q4 | $3.65M | Buy |
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|
2021
Q3 | $428K | Hold |
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|
2021
Q2 | $431K | Hold |
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|
2021
Q1 | $395K | Hold |
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|
2020
Q4 | $377K | Hold |
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|
2020
Q3 | $337K | Hold |
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|
2020
Q2 | $311K | Sell |
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|
2020
Q1 | $303K | Buy |
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