UW
Unique Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $5.99M | Buy |
32,791
+7,655
| +30% | +$1.4M | 0.97% | 25 |
|
|
2025
Q1 | $4.3M | Buy |
25,136
+13,361
| +113% | +$2.28M | 0.81% | 32 |
|
|
2024
Q4 | $2.1M | Buy |
11,775
+1,261
| +12% | +$225K | 0.44% | 47 |
|
|
2024
Q3 | $1.89M | Buy |
+10,514
| New | +$1.89M | 0.43% | 45 |
|