Wealthquest’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
Q4 | $220K | Buy |
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|
2025
Q3 | – | Sell |
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|
2025
Q2 | $300K | Sell |
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|
2025
Q1 | $291K | Buy |
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|
2024
Q4 | $277K | Sell |
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|
2024
Q3 | $363K | Hold |
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|
2024
Q2 | $348K | Hold |
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|
2024
Q1 | $335K | Hold |
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|
2023
Q4 | $299K | Sell |
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|
2023
Q3 | $304K | Buy |
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|
2023
Q2 | $275K | Sell |
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|
2023
Q1 | $305K | Sell |
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|
2022
Q4 | $301K | Buy |
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|
2022
Q3 | $255K | Buy |
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|
2022
Q2 | $272K | Hold |
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|
2022
Q1 | $354K | Hold |
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|
2021
Q4 | $354K | Sell |
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|
2021
Q3 | $321K | Sell |
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|
2021
Q2 | $343K | Buy |
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