Sterling Financial Planning’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 | $348K | Sell |
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|
2025
Q2 | $332K | Buy |
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|
2025
Q1 | $311K | Buy |
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|
2024
Q4 | $300K | Buy |
|
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|
2024
Q3 | $275K | Sell |
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|
2024
Q2 | $264K | Sell |
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|
2024
Q1 | $369K | Sell |
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|
2023
Q4 | $375K | Sell |
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|
2023
Q3 | $348K | Sell |
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|
2023
Q2 | $363K | Sell |
|
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|
2023
Q1 | $354K | Sell |
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|
2022
Q4 | $364K | Sell |
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|
2022
Q3 | $346K | Sell |
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|
2022
Q2 | $449K | Sell |
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|
2022
Q1 | $582K | Sell |
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|
2021
Q4 | $658K | Buy |
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|
2021
Q3 | $336K | Buy |
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|
2021
Q2 | $17K | Buy |
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