Wealthspire Advisors (New York)’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 | $16M | Sell |
87,780
-64,617
| -42% | -$11.8M | 0.09% | 88 |
|
|
2025
Q1 | $26M | Buy |
152,397
+61,150
| +67% | +$10.4M | 0.16% | 69 |
|
|
2024
Q4 | $16.2M | Sell |
91,247
-10,495
| -10% | -$1.87M | 0.16% | 69 |
|
|
2024
Q3 | $18.2M | Buy |
101,742
+100,076
| +6,007% | +$17.9M | 0.19% | 66 |
|
|
2024
Q2 | $284K | Buy |
1,666
+29
| +2% | +$4.95K | ﹤0.01% | 553 |
|
|
2024
Q1 | $269K | Buy |
+1,637
| New | +$269K | ﹤0.01% | 536 |
|