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BlackRock Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

BlackRock Investment 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
2016
Q4 		$9.21M Buy
133,333
+57,534
+76% +$3.9M 0.01% 1170
2016
Q3 		$5.12M Buy
75,799
+49,932
+193% +$3.38M 0.01% 1466
2016
Q2 		$1.71M Buy
+25,867
New +$1.7M ﹤0.01% 2230

Other funds holding QUAL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

BlackRock Investment Management's QUAL Position: Q4 2016 in Review

BlackRock Investment Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 76% in Q4 2016, buying an estimated $3.9M and bringing the position to 133,333 shares worth $9.21M. The position accounts for 0.01% of the portfolio, ranked #1170.

BlackRock Investment Management first reported a position in QUAL in Q2 2016 and has held it in 3 quarters since. 120 funds tracked by Wall St. Rank hold QUAL as of Q4 2016.

  • BlackRock Investment Management held 133,333 shares of iShares MSCI USA Quality Factor ETF worth $9.21M as of Q4 2016.
  • BlackRock Investment Management bought 57,534 iShares MSCI USA Quality Factor ETF shares in Q4 2016, an estimated $3.9M.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of BlackRock Investment Management's portfolio in Q4 2016, its #1170 holding.
  • BlackRock Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2016 and has held it in 3 quarters since.
  • 120 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2016.

Based on BlackRock Investment Management's 13F filing for Q4 2016, filed 10 Feb 2017.