WMS Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

WMS Partners’s Portfolio QUAL Stock Details QUAL Fund Activity

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Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell
2024 Q4	$324K	Buy
2024 Q3	$281K	Hold
2024 Q2	$268K	Sell
2024 Q1	$261K	Buy