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Choate Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Choate Investment Advisors’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
2025
Q3 		– Sell
-382
Closed -$69.8K – 477
2025
Q2 		$69.8K Buy
+382
New +$65.9K ﹤0.01% 433
2024
Q3 		– Sell
-2,023
Closed -$345K – 396
2024
Q2 		$345K Buy
+2,023
New +$332K 0.01% 291
2022
Q4 		– Sell
-542
Closed -$56K – 340
2022
Q3 		$56K Hold
542
– – ﹤0.01% 263
2022
Q2 		$61K Sell
542
-131
-19% -$16K ﹤0.01% 280
2022
Q1 		$91K Hold
673
– – ﹤0.01% 312
2021
Q4 		$98K Hold
673
– – 0.01% 298
2021
Q3 		$89K Hold
673
– – 0.01% 271
2021
Q2 		$89K Hold
673
– – 0.01% 283
2021
Q1 		$82K Buy
+673
New +$79.5K 0.01% 268

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B 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 $1.47T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return