AIMA
QUAL icon

Ables Iannone Moore & Associates’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Ables Iannone Moore & Associates’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
2024
Q1 		– Sell
-66
Closed -$9.71K – 240
2023
Q4 		$9.71K Buy
+66
New +$9.14K 0.01% 183

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ables Iannone Moore & Associates's QUAL Position: Q1 2024 in Review

Ables Iannone Moore & Associates sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2024, closing a stake of 66 shares — an estimated $9.71K sold.

Ables Iannone Moore & Associates first reported a position in QUAL in Q4 2023 and held it in 1 quarter. The position peaked at $9.71K in Q4 2023. 1,247 funds tracked by Wall St. Rank hold QUAL as of Q1 2024.

  • Ables Iannone Moore & Associates reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Ables Iannone Moore & Associates sold 66 iShares MSCI USA Quality Factor ETF shares in Q1 2024, an estimated $9.71K.
  • Ables Iannone Moore & Associates first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and held it in 1 quarter.
  • Ables Iannone Moore & Associates's iShares MSCI USA Quality Factor ETF position peaked at $9.71K in Q4 2023.
  • 1,247 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2024.

Based on Ables Iannone Moore & Associates's 13F filing for Q1 2024, filed 30 Apr 2024.