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Archvest Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Archvest Wealth 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
2022
Q1 		– Sell
-1,410
Closed -$205K – 44
2021
Q4 		$205K Buy
+1,410
New +$199K 0.18% 44

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Archvest Wealth Advisors's QUAL Position: Q1 2022 in Review

Archvest Wealth Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2022, closing a stake of 1,410 shares — an estimated $205K sold.

Archvest Wealth Advisors first reported a position in QUAL in Q4 2021 and held it in 1 quarter. The position peaked at $205K in Q4 2021. 860 funds tracked by Wall St. Rank hold QUAL as of Q1 2022.

  • Archvest Wealth Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Archvest Wealth Advisors sold 1,410 iShares MSCI USA Quality Factor ETF shares in Q1 2022, an estimated $205K.
  • Archvest Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and held it in 1 quarter.
  • Archvest Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $205K in Q4 2021.
  • 860 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2022.

Based on Archvest Wealth Advisors's 13F filing for Q1 2022, filed 3 May 2022.