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Accurate Investment Solutions’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Accurate Investment Solutions’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
2020
Q2 		– Sell
-7,492
Closed -$607K – 295
2020
Q1 		$607K Buy
7,492
+4,740
+172% +$452K 0.49% 40
2019
Q4 		$278K Buy
+2,752
New +$265K 0.18% 59

Other funds holding QUAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Accurate Investment Solutions's QUAL Position: Q2 2020 in Review

Accurate Investment Solutions sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2020, closing a stake of 7,492 shares — an estimated $607K sold.

Accurate Investment Solutions first reported a position in QUAL in Q4 2019 and held it in 2 quarters. The position peaked at $607K in Q1 2020. 568 funds tracked by Wall St. Rank hold QUAL as of Q2 2020.

  • Accurate Investment Solutions reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2020 after selling out during the quarter.
  • Accurate Investment Solutions sold 7,492 iShares MSCI USA Quality Factor ETF shares in Q2 2020, an estimated $607K.
  • Accurate Investment Solutions first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and held it in 2 quarters.
  • Accurate Investment Solutions's iShares MSCI USA Quality Factor ETF position peaked at $607K in Q1 2020.
  • 568 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2020.

Based on Accurate Investment Solutions's 13F filing for Q2 2020.