Accel Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Accel Wealth 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 Q2	–	Sell	-201	Closed	-$25K	–	687
2023 Q1	$25K	Hold	201	–	–	0.01%	645
2022 Q4	$22.9K	Buy	201 +1	+0.5%	+$113	0.01%	515
2022 Q3	$22K	Buy	200 +1	+0.5%	+$117	0.01%	533
2022 Q2	$23K	Buy	199 +1	+0.5%	+$122	0.01%	511
2022 Q1	$27K	Hold	198	–	–	0.01%	496
2021 Q4	$29K	Buy	+198	New	+$28K	0.01%	497
2021 Q3	–	Sell	-196	Closed	-$26K	–	875
2021 Q2	$26K	Buy	196 +1	+0.5%	+$128	0.02%	469
2021 Q1	$24K	Hold	195	–	–	0.02%	459
2020 Q4	$23K	Buy	+195	New	+$21.5K	0.02%	458

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Accel Wealth Management's QUAL Position: Q2 2023 in Review

Accel Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2023, closing a stake of 201 shares — an estimated $25K sold.

Accel Wealth Management first reported a position in QUAL in Q4 2020 and held it in 9 quarters. The position peaked at $29K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold QUAL as of Q2 2023.

Accel Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2023 after selling out during the quarter.
Accel Wealth Management sold 201 iShares MSCI USA Quality Factor ETF shares in Q2 2023, an estimated $25K.
Accel Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and held it in 9 quarters.
Accel Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $29K in Q4 2021.
1,005 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2023.

Based on Accel Wealth Management's 13F filing for Q2 2023, filed 24 Jul 2023.