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 Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Choate Investment Advisors's QUAL Position: Q3 2025 in Review

Choate Investment Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2025, closing a stake of 382 shares — an estimated $69.8K sold.

Choate Investment Advisors first reported a position in QUAL in Q1 2021 and held it in 9 quarters. The position peaked at $345K in Q2 2024. 1,519 funds tracked by Wall St. Rank hold QUAL as of Q3 2025.

Choate Investment Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
Choate Investment Advisors sold 382 iShares MSCI USA Quality Factor ETF shares in Q3 2025, an estimated $69.8K.
Choate Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2021 and held it in 9 quarters.
Choate Investment Advisors's iShares MSCI USA Quality Factor ETF position peaked at $345K in Q2 2024.
1,519 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2025.

Based on Choate Investment Advisors's 13F filing for Q3 2025, filed 10 Nov 2025.