Bruderman Asset Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bruderman Asset 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
2022 Q1	–	Sell	-6,516	Closed	-$944K	–	90
2021 Q4	$944K	Sell	6,516 -14,702	-69%	-$2.08M	0.72%	51
2021 Q3	$2.79M	Buy	+21,218	New	+$2.92M	0.7%	53
2021 Q2	–	Sell	-19,965	Closed	-$2.43M	–	106
2021 Q1	$2.43M	Sell	19,965 -363	-2%	-$42.9K	0.68%	51
2020 Q4	$2.36M	Buy	+20,328	New	+$2.24M	0.69%	52

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Bruderman Asset Management's QUAL Position: Q1 2022 in Review

Bruderman Asset Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2022, closing a stake of 6,516 shares — an estimated $944K sold.

Bruderman Asset Management first reported a position in QUAL in Q4 2020 and held it in 4 quarters. The position peaked at $2.79M in Q3 2021. 860 funds tracked by Wall St. Rank hold QUAL as of Q1 2022.

Bruderman Asset Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2022 after selling out during the quarter.
Bruderman Asset Management sold 6,516 iShares MSCI USA Quality Factor ETF shares in Q1 2022, an estimated $944K.
Bruderman Asset Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and held it in 4 quarters.
Bruderman Asset Management's iShares MSCI USA Quality Factor ETF position peaked at $2.79M in Q3 2021.
860 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2022.

Based on Bruderman Asset Management's 13F filing for Q1 2022, filed 13 May 2022.