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1834 Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

1834 Investment Advisors’s Portfolio QUAL Stock Details QUAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-269
Closed -$25K – 492
2019
Q2 		$25K Buy
+269
New +$24.2K ﹤0.01% 325

Other funds holding QUAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

1834 Investment Advisors's QUAL Position: Q3 2019 in Review

1834 Investment Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2019, closing a stake of 269 shares — an estimated $25K sold.

1834 Investment Advisors first reported a position in QUAL in Q2 2019 and held it in 1 quarter. The position peaked at $25K in Q2 2019. 388 funds tracked by Wall St. Rank hold QUAL as of Q3 2019.

  • 1834 Investment Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2019 after selling out during the quarter.
  • 1834 Investment Advisors sold 269 iShares MSCI USA Quality Factor ETF shares in Q3 2019, an estimated $25K.
  • 1834 Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2019 and held it in 1 quarter.
  • 1834 Investment Advisors's iShares MSCI USA Quality Factor ETF position peaked at $25K in Q2 2019.
  • 388 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2019.

Based on 1834 Investment Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.