Tortoise Investment 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 | $2.65M | Buy |
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|
2025
Q1 | $1.48M | Hold |
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|
2024
Q4 | $1.55M | Buy |
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|
2024
Q3 | $1.49M | Hold |
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|
2024
Q2 | $1.42M | Sell |
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|
2024
Q1 | $1.4M | Sell |
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|
2023
Q4 | $1.26M | Sell |
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|
2023
Q3 | $1.48M | Buy |
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|
2023
Q2 | $1.47M | Buy |
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|
2023
Q1 | $969K | Buy |
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|
2022
Q4 | $696K | Buy |
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|
2022
Q3 | $536K | Sell |
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|
2022
Q2 | $650K | Buy |
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