Wells 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
Q3 | $3.24M | Sell |
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|
2025
Q2 | $3.12M | Sell |
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|
2025
Q1 | $3.07M | Sell |
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|
2024
Q4 | $3.23M | Buy |
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|
2024
Q3 | $3.03M | Sell |
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|
2024
Q2 | $11.7M | Sell |
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|
2024
Q1 | $11.6M | Buy |
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|
2023
Q4 | $10.2M | Sell |
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|
2023
Q3 | $9.18M | Buy |
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|
2023
Q2 | $9.03M | Buy |
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|
2023
Q1 | $1.41M | Buy |
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|
2022
Q4 | $1.09M | Sell |
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|
2022
Q3 | $8.78M | Buy |
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|
2022
Q2 | $9.4M | Buy |
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|
2022
Q1 | $11.1M | Buy |
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|
2021
Q4 | $11.7M | Sell |
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|
2021
Q3 | $13.5M | Sell |
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|
2021
Q2 | $13.7M | Sell |
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|
2021
Q1 | $12.6M | Buy |
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|
2020
Q4 | $10.1M | Buy |
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