SWM
SigFig Wealth Management’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 | $10.2M | Buy |
56,371
+1,271
| +2% | +$231K | 0.34% | 39 |
|
|
2025
Q1 | $9.35M | Buy |
55,100
+7,823
| +17% | +$1.33M | 0.34% | 34 |
|
|
2024
Q4 | $8.44M | Buy |
47,277
+1,437
| +3% | +$257K | 0.31% | 40 |
|
|
2024
Q3 | $8.19M | Buy |
45,840
+1,025
| +2% | +$183K | 0.3% | 40 |
|
|
2024
Q2 | $7.65M | Buy |
44,815
+790
| +2% | +$135K | 0.29% | 41 |
|
|
2024
Q1 | $7.24M | Sell |
44,025
-2
| -0% | -$329 | 0.27% | 39 |
|
|
2023
Q4 | $6.48M | Buy |
44,027
+1,707
| +4% | +$251K | 0.25% | 41 |
|
|
2023
Q3 | $5.58M | Sell |
42,320
-15,881
| -27% | -$2.09M | 0.22% | 45 |
|
|
2023
Q2 | $7.76M | Buy |
58,201
+3,003
| +5% | +$401K | 0.3% | 38 |
|
|
2023
Q1 | $6.85M | Buy |
+55,198
| New | +$6.85M | 0.38% | 34 |
|
|
2020
Q2 | – | Sell |
-2,513
| Closed | -$204K | – | 66 |
|
|
2020
Q1 | $204K | Buy |
+2,513
| New | +$204K | 0.03% | 54 |
|