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

British Columbia 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
2023
Q3 		– Sell
-202,183
Closed -$27.3M – 815
2023
Q2 		$27.3M Buy
202,183
+137,099
+211% +$17.4M 0.25% 84
2023
Q1 		$8.07M Buy
+65,084
New +$7.81M 0.08% 206

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

British Columbia Investment Management's QUAL Position: Q3 2023 in Review

British Columbia Investment Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2023, closing a stake of 202,183 shares — an estimated $27.3M sold.

British Columbia Investment Management first reported a position in QUAL in Q1 2023 and held it in 2 quarters. The position peaked at $27.3M in Q2 2023. 1,045 funds tracked by Wall St. Rank hold QUAL as of Q3 2023.

  • British Columbia Investment Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2023 after selling out during the quarter.
  • British Columbia Investment Management sold 202,183 iShares MSCI USA Quality Factor ETF shares in Q3 2023, an estimated $27.3M.
  • British Columbia Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and held it in 2 quarters.
  • British Columbia Investment Management's iShares MSCI USA Quality Factor ETF position peaked at $27.3M in Q2 2023.
  • 1,045 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2023.

Based on British Columbia Investment Management's 13F filing for Q3 2023, filed 14 Nov 2023.