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Rooted Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Rooted Wealth Advisors’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-14,386
Closed -$1.64M – 90
2022
Q4 		$1.64M Buy
+14,386
New +$1.64M 1.37% 22