Strategic Wealth Partners’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
$1.39M Buy
2025
Q2
$131K Buy
2023
Q4
Sell
2023
Q3
$349K Hold
2023
Q2
$357K Buy
2023
Q1
$323K Sell
2022
Q4
$364K Sell
2022
Q3
$431K Buy