Zhang Financial’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 | $408K | Buy |
2,230
+127
| +6% | +$23.2K | 0.02% | 215 |
|
|
2025
Q1 | $360K | Buy |
2,103
+164
| +8% | +$28K | 0.02% | 229 |
|
|
2024
Q4 | $345K | Buy |
1,939
+24
| +1% | +$4.27K | 0.02% | 226 |
|
|
2024
Q3 | $343K | Buy |
1,915
+1
| +0.1% | +$179 | 0.02% | 221 |
|
|
2024
Q2 | $327K | Hold |
1,914
| – | – | 0.02% | 217 |
|
|
2024
Q1 | $315K | Buy |
+1,914
| New | +$315K | 0.02% | 220 |
|