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3D/L Capital Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

3D/L Capital Management’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
2023
Q3 		– Sell
-2,370
Closed -$320K – 102
2023
Q2 		$320K Sell
2,370
-1,585
-40% -$202K 0.09% 72
2023
Q1 		$491K Buy
+3,955
New +$475K 0.13% 60

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

3D/L Capital Management's QUAL Position: Q3 2023 in Review

3D/L Capital Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2023, closing a stake of 2,370 shares — an estimated $320K sold.

3D/L Capital Management first reported a position in QUAL in Q1 2023 and held it in 2 quarters. The position peaked at $491K in Q1 2023. 1,045 funds tracked by Wall St. Rank hold QUAL as of Q3 2023.

  • 3D/L Capital Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2023 after selling out during the quarter.
  • 3D/L Capital Management sold 2,370 iShares MSCI USA Quality Factor ETF shares in Q3 2023, an estimated $320K.
  • 3D/L Capital Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and held it in 2 quarters.
  • 3D/L Capital Management's iShares MSCI USA Quality Factor ETF position peaked at $491K in Q1 2023.
  • 1,045 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2023.

Based on 3D/L Capital Management's 13F filing for Q3 2023, filed 26 Oct 2023.