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CA Family Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

CA Family Wealth’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
2020
Q1 		$416K Buy
5,129
+548
+12% +$52.3K 0.44% 12
2019
Q4 		$463K Buy
+4,581
New +$441K 0.31% 25

Other funds holding QUAL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CA Family Wealth's QUAL Position: Q1 2020 in Review

CA Family Wealth increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 12% in Q1 2020, buying an estimated $52.3K and bringing the position to 5,129 shares worth $416K. The position accounts for 0.44% of the portfolio, ranked #12.

CA Family Wealth first reported a position in QUAL in Q4 2019 and has held it in 2 quarters since. The position peaked at $463K in Q4 2019. 548 funds tracked by Wall St. Rank hold QUAL as of Q1 2020.

  • CA Family Wealth held 5,129 shares of iShares MSCI USA Quality Factor ETF worth $416K as of Q1 2020.
  • CA Family Wealth bought 548 iShares MSCI USA Quality Factor ETF shares in Q1 2020, an estimated $52.3K.
  • iShares MSCI USA Quality Factor ETF made up 0.44% of CA Family Wealth's portfolio in Q1 2020, its #12 holding.
  • CA Family Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and has held it in 2 quarters since.
  • CA Family Wealth's iShares MSCI USA Quality Factor ETF position peaked at $463K in Q4 2019.
  • 548 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2020.

Based on CA Family Wealth's 13F filing for Q1 2020, filed 11 May 2020.