Valeo 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 | $742K | Sell |
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|
2025
Q1 | $994K | Buy |
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|
2024
Q4 | $685K | Sell |
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|
2024
Q3 | $693K | Sell |
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|
2024
Q2 | $689K | Buy |
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|
2024
Q1 | $548K | Sell |
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|
2023
Q4 | $593K | Sell |
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|
2023
Q3 | $642K | Buy |
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|
2023
Q2 | $601K | Sell |
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|
2023
Q1 | $603K | Buy |
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|
2022
Q4 | $541K | Buy |
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|
2022
Q3 | $396K | Buy |
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|
2022
Q2 | $330K | Sell |
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|
2022
Q1 | $475K | Buy |
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|
2021
Q4 | $288K | Sell |
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|
2021
Q3 | $286K | Sell |
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|
2021
Q2 | $296K | Buy |
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|
2021
Q1 | $235K | Sell |
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|
2020
Q4 | $267K | Buy |
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|
2020
Q3 | $201K | Sell |
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|
2020
Q2 | $249K | Sell |
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|
2020
Q1 | $304K | Buy |
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|
2019
Q4 | $214K | Buy |
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|
2019
Q3 | $166K | Buy |
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|
2019
Q2 | $161K | Hold |
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|
2019
Q1 | $156K | Sell |
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|
2018
Q4 | $144K | Buy |
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|
2018
Q3 | $61K | Buy |
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|
2018
Q2 | $27K | Hold |
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|
2018
Q1 | $26K | Buy |
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|
2017
Q4 | $13K | Buy |
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