Wescott Financial Advisory Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Wescott Financial Advisory Group’s Portfolio QUAL Stock Details QUAL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	$315K	Buy
2025 Q2	$295K	Buy
2025 Q1	$276K	Sell
2024 Q4	$294K	Sell
2024 Q3	$302K	Buy
2024 Q2	$274K	Buy