Surevest’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Surevest’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
2020 Q1	–	Sell
2019 Q4	$2.09M	Sell
2019 Q3	$2.38M	Sell
2019 Q2	$2.38M	Sell
2019 Q1	$2.66M	Sell
2018 Q4	$2.76M	Buy