Cascadia Advisory Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Cascadia Advisory 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
2019 Q4	$2.52M	Buy	+24,988	New	+$2.41M	0.72%	23

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

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

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

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

Cascadia Advisory Services's QUAL Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2019: 24,988 shares worth $2.52M. The stake represents 0.72% of the portfolio and ranks #23 among its holdings.

540 funds tracked by Wall St. Rank hold QUAL as of Q4 2019.

Cascadia Advisory Services held 24,988 shares of iShares MSCI USA Quality Factor ETF worth $2.52M as of Q4 2019.
iShares MSCI USA Quality Factor ETF was a new Cascadia Advisory Services position in Q4 2019.
iShares MSCI USA Quality Factor ETF made up 0.72% of Cascadia Advisory Services's portfolio in Q4 2019, its #23 holding.
540 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.