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Bingham Osborn & Scarborough’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bingham Osborn & Scarborough’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
2021
Q4 		– Sell
-1,630
Closed -$215K – 111
2021
Q3 		$215K Hold
1,630
– – 0.02% 150
2021
Q2 		$217K Buy
+1,630
New +$209K 0.02% 152

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Bingham Osborn & Scarborough's QUAL Position: Q4 2021 in Review

Bingham Osborn & Scarborough sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2021, closing a stake of 1,630 shares — an estimated $215K sold.

Bingham Osborn & Scarborough first reported a position in QUAL in Q2 2021 and held it in 2 quarters. The position peaked at $217K in Q2 2021. 865 funds tracked by Wall St. Rank hold QUAL as of Q4 2021.

  • Bingham Osborn & Scarborough reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2021 after selling out during the quarter.
  • Bingham Osborn & Scarborough sold 1,630 iShares MSCI USA Quality Factor ETF shares in Q4 2021, an estimated $215K.
  • Bingham Osborn & Scarborough first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2021 and held it in 2 quarters.
  • Bingham Osborn & Scarborough's iShares MSCI USA Quality Factor ETF position peaked at $217K in Q2 2021.
  • 865 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2021.

Based on Bingham Osborn & Scarborough's 13F filing for Q4 2021.