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Charles D. Hyman’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Charles D. Hyman’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
Q2 		$247K Hold
1,445
– – 0.01% 219
2024
Q1 		$237K Hold
1,445
– – 0.01% 231
2023
Q4 		$213K Buy
+1,445
New +$200K 0.01% 234

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

Charles D. Hyman's QUAL Position: Q2 2024 in Review

Charles D. Hyman held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2024 at 1,445 shares worth $247K. The position accounts for 0.01% of the portfolio, ranked #219.

Charles D. Hyman first reported a position in QUAL in Q4 2023 and has held it in 3 quarters since. 1,293 funds tracked by Wall St. Rank hold QUAL as of Q2 2024.

  • Charles D. Hyman held 1,445 shares of iShares MSCI USA Quality Factor ETF worth $247K as of Q2 2024.
  • Charles D. Hyman left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2024.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Charles D. Hyman's portfolio in Q2 2024, its #219 holding.
  • Charles D. Hyman first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 3 quarters since.
  • 1,293 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2024.

Based on Charles D. Hyman's 13F filing for Q2 2024, filed 25 Jul 2024.