Rothschild Investment LLC’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 | $193K | Hold |
1,057
| – | – | 0.01% | 516 |
|
|
2025
Q1 | $181K | Hold |
1,057
| – | – | 0.01% | 522 |
|
|
2024
Q4 | $188K | Hold |
1,057
| – | – | 0.01% | 516 |
|
|
2024
Q3 | $190K | Buy |
1,057
+708
| +203% | +$127K | 0.01% | 523 |
|
|
2024
Q2 | $59.6K | Hold |
349
| – | – | ﹤0.01% | 720 |
|
|
2024
Q1 | $57.4K | Buy |
+349
| New | +$57.4K | ﹤0.01% | 703 |
|