Symphony Financial Services’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
2025 Q2	$245K	Sell	1,338 -78	-6%	-$14.3K	0.15%	73
2025 Q1	$242K	Buy	1,416 +1	+0.1%	+$171	0.16%	67
2024 Q4	$252K	Sell	1,415 -46	-3%	-$8.19K	0.2%	64
2024 Q3	$262K	Sell	1,461 -48	-3%	-$8.61K	0.22%	64
2024 Q2	$261K	Buy	+1,509	New	+$261K	0.22%	69