Clear Perspectives Financial Planning’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Clear Perspectives Financial Planning’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
2023 Q1	–	Sell	-25	Closed	-$2.85K	–	225
2022 Q4	$2.85K	Hold	25	–	–	﹤0.01%	185
2022 Q3	$3K	Hold	25	–	–	﹤0.01%	183
2022 Q2	$3K	Hold	25	–	–	﹤0.01%	196
2022 Q1	$3K	Sell	25 -766	-97%	-$102K	﹤0.01%	202
2021 Q4	$115K	Hold	791	–	–	0.05%	75
2021 Q3	$104K	Buy	791 +150	+23%	+$20.6K	0.05%	75
2021 Q2	$85K	Sell	641 -1,826	-74%	-$234K	0.04%	78
2021 Q1	$300K	Sell	2,467 -302	-11%	-$35.7K	0.17%	46
2020 Q4	$322K	Buy	+2,769	New	+$305K	0.2%	44

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

Clear Perspectives Financial Planning's QUAL Position: Q1 2023 in Review

Clear Perspectives Financial Planning sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2023, closing a stake of 25 shares — an estimated $2.85K sold.

Clear Perspectives Financial Planning first reported a position in QUAL in Q4 2020 and held it in 9 quarters. The position peaked at $322K in Q4 2020. 916 funds tracked by Wall St. Rank hold QUAL as of Q1 2023.

Clear Perspectives Financial Planning reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2023 after selling out during the quarter.
Clear Perspectives Financial Planning sold 25 iShares MSCI USA Quality Factor ETF shares in Q1 2023, an estimated $2.85K.
Clear Perspectives Financial Planning first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and held it in 9 quarters.
Clear Perspectives Financial Planning's iShares MSCI USA Quality Factor ETF position peaked at $322K in Q4 2020.
916 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2023.

Based on Clear Perspectives Financial Planning's 13F filing for Q1 2023, filed 11 May 2023.