Shira Ridge Wealth Management’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
$250K Sell
2025
Q2
$260K Buy
2025
Q1
$243K Buy
2024
Q4
Sell
2024
Q3
$203K Buy