Wescott Financial Advisory Group’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	$295K	Buy	1,616 +3	+0.2%	+$548	0.03%	147
2025 Q1	$276K	Sell	1,613 -38	-2%	-$6.49K	0.03%	147
2024 Q4	$294K	Sell	1,651 -34	-2%	-$6.06K	0.03%	145
2024 Q3	$302K	Buy	1,685 +82	+5%	+$14.7K	0.03%	149
2024 Q2	$274K	Buy	+1,603	New	+$274K	0.03%	146