Shira Ridge Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2025 Q2	$260K	Buy	1,424 +3	+0.2%	+$548	0.12%	67
2025 Q1	$243K	Buy	+1,421	New	+$243K	0.12%	66
2024 Q4	–	Sell	-1,131	Closed	-$203K	–	84
2024 Q3	$203K	Buy	+1,131	New	+$203K	0.1%	79