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Connectus Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Connectus Wealth’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
Q1 		$1M Buy
6,105
+43
+0.7% +$6.72K 0.03% 231
2023
Q4 		$892K Buy
6,062
+4,056
+202% +$561K 0.02% 351
2023
Q3 		$265K Buy
2,006
+64
+3% +$8.74K 0.01% 444
2023
Q2 		$262K Buy
+1,942
New +$247K 0.01% 413

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Connectus Wealth's QUAL Position: Q1 2024 in Review

Connectus Wealth increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.71% in Q1 2024, buying an estimated $6.72K and bringing the position to 6,105 shares worth $1M. The position accounts for 0.03% of the portfolio, ranked #231.

Connectus Wealth first reported a position in QUAL in Q2 2023 and has held it in 4 quarters since. 1,247 funds tracked by Wall St. Rank hold QUAL as of Q1 2024.

  • Connectus Wealth held 6,105 shares of iShares MSCI USA Quality Factor ETF worth $1M as of Q1 2024.
  • Connectus Wealth bought 43 iShares MSCI USA Quality Factor ETF shares in Q1 2024, an estimated $6.72K.
  • iShares MSCI USA Quality Factor ETF made up 0.03% of Connectus Wealth's portfolio in Q1 2024, its #231 holding.
  • Connectus Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and has held it in 4 quarters since.
  • 1,247 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.