Tanglewood Wealth Management’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
Q2 | $22.9M | Sell |
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|
2025
Q1 | $21.5M | Sell |
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|
2024
Q4 | $25.1M | Sell |
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|
2024
Q3 | $25.7M | Sell |
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|
2024
Q2 | $24.5M | Sell |
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|
2024
Q1 | $23.7M | Sell |
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|
2023
Q4 | $24M | Buy |
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|
2023
Q3 | $14.2M | Sell |
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|
2023
Q2 | $22.1M | Sell |
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|
2023
Q1 | $20.4M | Sell |
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|
2022
Q4 | $19M | Sell |
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|
2022
Q3 | $18.1M | Sell |
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|
2022
Q2 | $45.2M | Sell |
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|
2022
Q1 | $65.6M | Sell |
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|
2021
Q4 | $79.9M | Buy |
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|
2021
Q3 | $70.3M | Buy |
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|
2021
Q2 | $50.6M | Buy |
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|
2021
Q1 | $37M | Sell |
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|
2020
Q4 | $36.8M | Sell |
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|
2020
Q3 | $55.7M | Buy |
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|
2020
Q2 | $47.9M | Sell |
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|
2020
Q1 | $51.7M | Buy |
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|
2019
Q4 | $17.8M | Buy |
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|
2019
Q3 | $15.9M | Hold |
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|
2019
Q2 | $15.7M | Sell |
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|
2019
Q1 | $15.4M | Sell |
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|
2018
Q4 | $13.4M | Sell |
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|
2018
Q3 | $15.9M | Sell |
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|
2018
Q2 | $14.7M | Sell |
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|
2018
Q1 | $14.6M | Sell |
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|
2017
Q4 | $15.1M | Sell |
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|
2017
Q3 | $14M | Sell |
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|
2017
Q2 | $14.1M | Sell |
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|
2017
Q1 | $13.9M | Sell |
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|
2016
Q4 | $23M | Sell |
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|
2016
Q3 | $24.8M | Sell |
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|
2016
Q2 | $28.4M | Sell |
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|
2016
Q1 | $35M | Buy |
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