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

Anchor Pointe 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
2024 Q4	$2.02M	Buy	+11,315	New	+$2.06M	2.63%	8

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Anchor Pointe Wealth Management's QUAL Position: Q4 2024 in Review

Anchor Pointe Wealth Management opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2024: 11,315 shares worth $2.02M. The stake represents 2.63% of the portfolio and ranks #8 among its holdings.

1,490 funds tracked by Wall St. Rank hold QUAL as of Q4 2024.

Anchor Pointe Wealth Management held 11,315 shares of iShares MSCI USA Quality Factor ETF worth $2.02M as of Q4 2024.
iShares MSCI USA Quality Factor ETF was a new Anchor Pointe Wealth Management position in Q4 2024.
iShares MSCI USA Quality Factor ETF made up 2.63% of Anchor Pointe Wealth Management's portfolio in Q4 2024, its #8 holding.
1,490 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2024.

Based on Anchor Pointe Wealth Management's 13F filing for Q4 2024, filed 11 Mar 2025.