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Angeles Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Angeles Investment Advisors’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
-360,500
Closed -$44.7M – 176
2023
Q1 		$44.7M Buy
+360,500
New +$43.3M 3.68% 6

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

Angeles Investment Advisors's QUAL Position: Q2 2023 in Review

Angeles Investment Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2023, closing a stake of 360,500 shares — an estimated $44.7M sold.

Angeles Investment Advisors first reported a position in QUAL in Q1 2023 and held it in 1 quarter. The position peaked at $44.7M in Q1 2023. 1,005 funds tracked by Wall St. Rank hold QUAL as of Q2 2023.

  • Angeles Investment Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Angeles Investment Advisors sold 360,500 iShares MSCI USA Quality Factor ETF shares in Q2 2023, an estimated $44.7M.
  • Angeles Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and held it in 1 quarter.
  • Angeles Investment Advisors's iShares MSCI USA Quality Factor ETF position peaked at $44.7M in Q1 2023.
  • 1,005 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2023.

Based on Angeles Investment Advisors's 13F filing for Q2 2023, filed 10 Aug 2023.