Moulton Wealth Management, Inc Ishares Msci Usa Quality Facto Transaction History

Moulton Wealth Management, Inc

$137 Million
Q3 2025

A detailed history of Moulton Wealth Management, Inc transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Moulton Wealth Management, Inc holds 9,743 shares of QUAL stock, worth $1.89 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

9,743

Previous 9,126 6.76%

Holding current value

$1.89 Million

Previous $1.67 Million 13.61%

% of portfolio

1.38%

Previous 1.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 07, 2025	BUY	$182.33 - $194.5 $112,497 - $120,006	617 Added 6.76%	9,743 $1.9 Million
Q2 2025 Jul 07, 2025	BUY	$152.42 - $182.82 $1.39 Million - $1.67 Million	9,126 New	9,126 $1.67 Million
Q4 2024 Jan 16, 2025	BUY	$176.42 - $186.91 $63,511 - $67,287	360 Added 10.74%	3,713 $661,000
Q3 2024 Oct 17, 2024	BUY	$162.64 - $179.3 $545,331 - $601,192	3,353 New	3,353 $601,000
Q1 2022 Apr 19, 2022	SELL	$123.55 - $145.17 $2.89 Million - $3.39 Million	-23,362 Closed	0 $0

Q4 2021 Jan 12, 2022	BUY	$130.89 - $146.3 $222,643 - $248,856	1,701 Added 7.85%	23,362 $3.39 Million
Q3 2021 Oct 12, 2021	BUY	$131.73 - $141.78 $2.85 Million - $3.07 Million	21,661 New	21,661 $2.88 Million

Others Institutions Holding QUAL

# of Institutions

1,686

Shares Held

232M

Call Options Held

22.4K

Put Options Held

17.4K

View Full List

About ISHARES MSCI USA QUALITY FACTO

Ticker QUAL
Sector ETFs
Industry ETFs

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Moulton Wealth Management, Inc Ishares Msci Usa Quality Facto Transaction History