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Biltmore Family Office’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Biltmore Family Office’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
Q1 		– Sell
-4,025
Closed -$407K – 215
2019
Q4 		$407K Buy
+4,025
New +$388K 0.16% 118

Other funds holding QUAL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Biltmore Family Office's QUAL Position: Q1 2020 in Review

Biltmore Family Office sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2020, closing a stake of 4,025 shares — an estimated $407K sold.

Biltmore Family Office first reported a position in QUAL in Q4 2019 and held it in 1 quarter. The position peaked at $407K in Q4 2019. 548 funds tracked by Wall St. Rank hold QUAL as of Q1 2020.

  • Biltmore Family Office reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Biltmore Family Office sold 4,025 iShares MSCI USA Quality Factor ETF shares in Q1 2020, an estimated $407K.
  • Biltmore Family Office first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and held it in 1 quarter.
  • Biltmore Family Office's iShares MSCI USA Quality Factor ETF position peaked at $407K in Q4 2019.
  • 548 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2020.

Based on Biltmore Family Office's 13F filing for Q1 2020, filed 8 May 2020.