SVWG
Shared Vision Wealth Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.19M | Buy |
39,073
+908
| +2% | +$167K | 3.59% | 4 |
|
|
2025
Q1 | $6.52M | Buy |
38,165
+2,390
| +7% | +$408K | 3.56% | 4 |
|
|
2024
Q4 | $6.37M | Buy |
35,775
+178
| +0.5% | +$31.7K | 3.35% | 4 |
|
|
2024
Q3 | $6.38M | Buy |
35,597
+718
| +2% | +$129K | 3.41% | 4 |
|
|
2024
Q2 | $5.96M | Buy |
34,879
+1,028
| +3% | +$176K | 3.47% | 5 |
|
|
2024
Q1 | $5.56M | Buy |
33,851
+3,708
| +12% | +$609K | 3.47% | 5 |
|
|
2023
Q4 | $4.44M | Buy |
+30,143
| New | +$4.44M | 2.96% | 7 |
|