CFCI
QUAL icon

Comprehensive Financial Consultants Institutional’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Comprehensive Financial Consultants Institutional’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
Q4 		– Sell
-5,498
Closed -$986K – 174
2024
Q3 		$986K Sell
5,498
-5,368
-49% -$931K 0.36% 92
2024
Q2 		$1.86M Sell
10,866
-248
-2% -$40.7K 0.73% 54
2024
Q1 		$1.83M Sell
11,114
-268
-2% -$41.9K 0.76% 50
2023
Q4 		$1.67M Buy
11,382
+5,800
+104% +$803K 0.78% 49
2023
Q3 		$736K Sell
5,582
-127
-2% -$17.3K 0.39% 89
2023
Q2 		$788K Sell
5,709
-329
-5% -$41.9K 0.42% 88
2023
Q1 		$749K Sell
6,038
-8,371
-58% -$1M 0.42% 90
2022
Q4 		$1.72M Sell
14,409
-3,272
-19% -$371K 1.04% 29
2022
Q3 		$1.88M Sell
17,681
-1,663
-9% -$195K 1.24% 24
2022
Q2 		$2.19M Sell
19,344
-645
-3% -$78.7K 1.55% 12
2022
Q1 		$2.44M Sell
19,989
-231
-1% -$30.7K 1.7% 10
2021
Q4 		$2.63M Buy
+20,220
New +$2.86M 1.69% 8

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 $377B 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 $1.56T AUM 27.86% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Comprehensive Financial Consultants Institutional's QUAL Position: Q4 2024 in Review

Comprehensive Financial Consultants Institutional sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2024, closing a stake of 5,498 shares — an estimated $986K sold.

Comprehensive Financial Consultants Institutional first reported a position in QUAL in Q4 2021 and held it in 12 quarters. The position peaked at $2.63M in Q4 2021. 1,487 funds tracked by Wall St. Rank hold QUAL as of Q4 2024.

  • Comprehensive Financial Consultants Institutional reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Comprehensive Financial Consultants Institutional sold 5,498 iShares MSCI USA Quality Factor ETF shares in Q4 2024, an estimated $986K.
  • Comprehensive Financial Consultants Institutional first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and held it in 12 quarters.
  • Comprehensive Financial Consultants Institutional's iShares MSCI USA Quality Factor ETF position peaked at $2.63M in Q4 2021.
  • 1,487 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2024.

Based on Comprehensive Financial Consultants Institutional's 13F filing for Q4 2024, filed 24 Jan 2025.