TrueWealth Advisors’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 | $253K | Sell |
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|
2025
Q2 | $275K | Sell |
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2025
Q1 | $264K | Sell |
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|
2024
Q4 | $587K | Buy |
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|
2024
Q3 | $554K | Sell |
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|
2024
Q2 | $640K | Buy |
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|
2024
Q1 | $571K | Sell |
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|
2023
Q4 | $588K | Buy |
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|
2023
Q3 | $491K | Sell |
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|
2023
Q2 | $608K | Sell |
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|
2023
Q1 | $655K | Buy |
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|
2022
Q4 | $211K | Sell |
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|
2022
Q3 | $278K | Sell |
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|
2022
Q2 | $305K | Sell |
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|
2022
Q1 | $405K | Hold |
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|
2021
Q4 | $405K | Sell |
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|
2021
Q3 | $386K | Buy |
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|
2021
Q2 | $370K | Sell |
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|
2021
Q1 | $413K | Sell |
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|
2020
Q4 | $981K | Buy |
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