Wise Wealth Partners’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
$975K Sell
5,332
-11,129
-68% -$2.03M 1.63% 13
2025
Q1
$2.81M Buy
16,461
+265
+2% +$45.3K 6.72% 4
2024
Q4
$2.88M Buy
+16,196
New +$2.88M 7.11% 3