SIMA Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

SIMA Wealth Partners’s Portfolio QUAL Stock Details QUAL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$310K	Hold
2025 Q4	$321K	Hold
2025 Q3	$315K	Hold
2025 Q2	$296K	Hold
2025 Q1	$276K	Hold
2024 Q4	$288K	Hold
2024 Q3	$290K	Hold
2024 Q2	$276K	Buy