Sequoia Financial 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 | $20.5M | Sell |
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|
2025
Q2 | $23.5M | Sell |
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|
2025
Q1 | $28.7M | Buy |
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|
2024
Q4 | $23M | Buy |
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|
2024
Q3 | $1.48M | Sell |
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|
2024
Q2 | $1.41M | Buy |
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|
2024
Q1 | $1.23M | Sell |
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|
2023
Q4 | $1.31M | Buy |
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|
2023
Q3 | $509K | Buy |
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|
2023
Q2 | $497K | Buy |
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|
2023
Q1 | $445K | Buy |
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|
2022
Q4 | $392K | Hold |
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|
2022
Q3 | $357K | Sell |
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|
2022
Q2 | $395K | Buy |
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|
2022
Q1 | $410K | Sell |
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|
2021
Q4 | $523K | Buy |
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|
2021
Q3 | – | Sell |
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|
2021
Q2 | $732K | Buy |
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|
2021
Q1 | $272K | Buy |
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|
2018
Q4 | – | Sell |
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|
2018
Q3 | $371K | Buy |
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|
2017
Q3 | – | Sell |
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|
2017
Q2 | $5.31M | Sell |
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|
2017
Q1 | $11M | Sell |
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|
2016
Q4 | $10.8M | Buy |
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