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Sagespring Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Sagespring Wealth Partners’s Portfolio QUAL Stock Details QUAL Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$71.9M Buy
393,038
+25,830
+7% +$4.72M 1.55% 15
2025
Q1 		$62.8M Buy
367,208
+16,188
+5% +$2.77M 1.58% 15
2024
Q4 		$62.5M Buy
+351,020
New +$62.5M 1.65% 16