United Capital Financial 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
Q2 | $115M | Sell |
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|
2025
Q1 | $108M | Buy |
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|
2024
Q4 | $99.3M | Sell |
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|
2024
Q3 | $102M | Sell |
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|
2024
Q2 | $98M | Sell |
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|
2024
Q1 | $96M | Sell |
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|
2023
Q4 | $91.8M | Buy |
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|
2023
Q3 | $2.54M | Buy |
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|
2023
Q2 | $2.55M | Sell |
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|
2023
Q1 | $2.64M | Sell |
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|
2022
Q4 | $2.57M | Sell |
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|
2022
Q3 | $3.52M | Sell |
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|
2022
Q2 | $3.82M | Buy |
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|
2022
Q1 | $4.49M | Buy |
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|
2021
Q4 | $4.69M | Sell |
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|
2021
Q3 | $4.51M | Sell |
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|
2021
Q2 | $4.65M | Buy |
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|
2021
Q1 | $3.98M | Sell |
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|
2020
Q4 | $4.7M | Buy |
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|
2020
Q3 | $3.37M | Buy |
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|
2020
Q2 | $3.09M | Buy |
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|
2020
Q1 | $501K | Buy |
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