Sonoma Private Wealth’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
Q2 | $847K | Sell |
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|
2025
Q1 | $794K | Sell |
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|
2024
Q4 | $873K | Buy |
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|
2024
Q3 | $846K | Buy |
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|
2024
Q2 | $753K | Buy |
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|
2024
Q1 | $659K | Sell |
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|
2023
Q4 | $598K | Sell |
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|
2023
Q3 | $567K | Buy |
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|
2023
Q2 | $577K | Sell |
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|
2023
Q1 | $533K | Buy |
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|
2022
Q4 | $420K | Buy |
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