SVA Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q4
$870K Hold
7,485
0.08% 133
2020
Q3
$776K Buy
7,485
+328
+5% +$34K 0.08% 128
2020
Q2
$686K Buy
7,157
+214
+3% +$20.5K 0.07% 134
2020
Q1
$563K Buy
+6,943
New +$563K 0.06% 140