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

Birchcreek 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
2021
Q1 		– Sell
-199
Closed -$23K – 246
2020
Q4 		$23K Buy
+199
New +$21.9K 0.02% 297

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Birchcreek Wealth Management's QUAL Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2021, closing a stake of 199 shares — an estimated $23K sold.

Birchcreek Wealth Management first reported a position in QUAL in Q4 2020 and held it in 1 quarter. The position peaked at $23K in Q4 2020. 688 funds tracked by Wall St. Rank hold QUAL as of Q1 2021.

  • Birchcreek Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Birchcreek Wealth Management sold 199 iShares MSCI USA Quality Factor ETF shares in Q1 2021, an estimated $23K.
  • Birchcreek Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and held it in 1 quarter.
  • Birchcreek Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $23K in Q4 2020.
  • 688 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.