TFO 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 | $231K | Hold |
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|
2025
Q2 | $217K | Sell |
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|
2025
Q1 | $209K | Sell |
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|
2024
Q4 | $218K | Hold |
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|
2024
Q3 | $219K | Buy |
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|
2024
Q2 | $203K | Hold |
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|
2024
Q1 | $195K | Hold |
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|
2023
Q4 | $175K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $112K | Hold |
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|
2022
Q1 | $135K | Hold |
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|
2021
Q4 | $143K | Hold |
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|
2021
Q3 | $132K | Hold |
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|
2021
Q2 | $133K | Sell |
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|
2021
Q1 | $179K | Buy |
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|
2020
Q4 | $55K | Hold |
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|
2020
Q3 | $49K | Hold |
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|
2020
Q2 | $45K | Hold |
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|
2020
Q1 | $38K | Buy |
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