Simon Quick Advisors’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 | $4.63M | Hold |
|
|||||
|
2025
Q2 | $4.35M | Sell |
|
|||||
|
2025
Q1 | $4.69M | Sell |
|
|||||
|
2024
Q4 | $4.95M | Hold |
|
|||||
|
2024
Q3 | $4.98M | Sell |
|
|||||
|
2024
Q2 | $5.87M | Buy |
|
|||||
|
2024
Q1 | $5.55M | Buy |
|
|||||
|
2023
Q4 | $4.96M | Sell |
|
|||||
|
2023
Q3 | $4.54M | Buy |
|
|||||
|
2023
Q2 | $4.57M | Buy |
|
|||||
|
2023
Q1 | $3.33M | Buy |
|
|||||
|
2022
Q4 | $2.22M | Sell |
|
|||||
|
2022
Q3 | $2.66M | Buy |
|
|||||
|
2022
Q2 | $2.48M | Buy |
|
|||||
|
2022
Q1 | $31K | Hold |
|
|||||
|
2021
Q4 | $33K | Hold |
|
|||||
|
2021
Q3 | $30K | Hold |
|
|||||
|
2021
Q2 | $30K | Sell |
|
|||||
|
2021
Q1 | $79K | Buy |
|
|||||
|
2020
Q4 | $30K | Sell |
|
|||||
|
2020
Q3 | $226K | Sell |
|
|||||
|
2020
Q2 | $253K | Buy |
|
|||||
|
2020
Q1 | $2K | Buy |
|