Wade Financial Advisory’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
Q1 | $19.3M | Sell |
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|
2024
Q4 | $20.8M | Sell |
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|
2024
Q3 | $21.3M | Buy |
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|
2024
Q2 | $20.1M | Buy |
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|
2024
Q1 | $19.3M | Buy |
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|
2023
Q4 | $15M | Buy |
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|
2023
Q3 | $12.8M | Buy |
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|
2023
Q2 | $13M | Buy |
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|
2023
Q1 | $10.8M | Buy |
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|
2022
Q4 | $9.47M | Sell |
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|
2022
Q3 | $9.86M | Buy |
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|
2022
Q2 | $9.56M | Buy |
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|
2022
Q1 | $10.8M | Buy |
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|
2021
Q4 | $9.46M | Sell |
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|
2021
Q3 | $8.58M | Sell |
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|
2021
Q2 | $9.2M | Buy |
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|
2021
Q1 | $7.97M | Buy |
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|
2020
Q4 | $7.6M | Buy |
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|
2020
Q3 | $6.5M | Buy |
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|
2020
Q2 | $5.44M | Buy |
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|
2020
Q1 | $3.6M | Buy |
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|
2019
Q4 | $3.8M | Buy |
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