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

Cannon Wealth Management Services’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
2024
Q4 		– Sell
-1,435
Closed -$257K – 86
2024
Q3 		$257K Buy
+1,435
New +$249K 0.24% 66

Other funds holding QUAL

Envestnet Asset Management
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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
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cannon Wealth Management Services's QUAL Position: Q4 2024 in Review

Cannon Wealth Management Services sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2024, closing a stake of 1,435 shares — an estimated $257K sold.

Cannon Wealth Management Services first reported a position in QUAL in Q3 2024 and held it in 1 quarter. The position peaked at $257K in Q3 2024. 1,487 funds tracked by Wall St. Rank hold QUAL as of Q4 2024.

  • Cannon Wealth Management Services reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Cannon Wealth Management Services sold 1,435 iShares MSCI USA Quality Factor ETF shares in Q4 2024, an estimated $257K.
  • Cannon Wealth Management Services first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and held it in 1 quarter.
  • Cannon Wealth Management Services's iShares MSCI USA Quality Factor ETF position peaked at $257K in Q3 2024.
  • 1,487 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2024.

Based on Cannon Wealth Management Services's 13F filing for Q4 2024, filed 4 Feb 2025.