Wealthfront Advisers’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $763K | Buy |
4,174
+414
| +11% | +$75.7K | ﹤0.01% | 735 |
|
2025
Q1 | $643K | Sell |
3,760
-146
| -4% | -$25K | ﹤0.01% | 745 |
|
2024
Q4 | $696K | Buy |
3,906
+330
| +9% | +$58.8K | ﹤0.01% | 730 |
|
2024
Q3 | $641K | Buy |
3,576
+727
| +26% | +$130K | ﹤0.01% | 728 |
|
2024
Q2 | $486K | Buy |
2,849
+652
| +30% | +$111K | ﹤0.01% | 744 |
|
2024
Q1 | $361K | Sell |
2,197
-245
| -10% | -$40.3K | ﹤0.01% | 777 |
|
2023
Q4 | $359K | Buy |
2,442
+138
| +6% | +$20.3K | ﹤0.01% | 766 |
|
2023
Q3 | $304K | Buy |
+2,304
| New | +$304K | ﹤0.01% | 761 |
|
2023
Q2 | – | Sell |
-1,648
| Closed | -$204K | – | 838 |
|
2023
Q1 | $204K | Buy |
+1,648
| New | +$204K | ﹤0.01% | 796 |
|