YHB Investment Advisors’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	$2.08M	Buy	11,372 +3,550	+45%	+$649K	0.16%	119
2025 Q1	$1.34M	Buy	7,822 +3,013	+63%	+$515K	0.11%	140
2024 Q4	$856K	Sell	4,809 -3,956	-45%	-$704K	0.07%	157
2024 Q3	$1.57M	Buy	8,765 +2,896	+49%	+$519K	0.13%	136
2024 Q2	$1M	Buy	+5,869	New	+$1M	0.09%	147