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Sequent Planning’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Sequent Planning’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$223K Sell
1,222
-41
-3% -$7.5K 0.07% 152
2025
Q1 		$216K Sell
1,263
-108
-8% -$18.5K 0.08% 136
2024
Q4 		$244K Buy
1,371
+84
+7% +$15K 0.09% 124
2024
Q3 		$231K Buy
+1,287
New +$231K 0.08% 132