SFG
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Shum Financial Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Shum Financial Group’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
Q1 		$5M Buy
29,250
+47
+0.2% +$8.03K 4.33% 2
2024
Q4 		$5.2M Buy
29,203
+160
+0.6% +$28.5K 4.49% 2
2024
Q3 		$5.29M Buy
+29,043
New +$5.29M 4.41% 2