Sax Wealth Advisors’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
Q3 | $85.7M | Sell |
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|
2025
Q2 | $83.1M | Sell |
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|
2025
Q1 | $84.5M | Buy |
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|
2024
Q4 | $82.9M | Buy |
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|
2024
Q3 | $70.9M | Buy |
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|
2024
Q2 | $64.5M | Buy |
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|
2024
Q1 | $56.9M | Buy |
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|
2023
Q4 | $28.1M | Buy |
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|
2023
Q3 | $22M | Buy |
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|
2023
Q2 | $21M | Buy |
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|
2023
Q1 | $18.4M | Buy |
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|
2022
Q4 | $16.5M | Sell |
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|
2022
Q3 | $15.2M | Buy |
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|
2022
Q2 | $15.6M | Buy |
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|
2022
Q1 | $18.5M | Sell |
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|
2021
Q4 | $20.3M | Buy |
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|
2021
Q3 | $17.7M | Buy |
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|
2021
Q2 | $17.5M | Buy |
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|
2021
Q1 | $15.4M | Buy |
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|
2020
Q4 | $13.2M | Buy |
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