Coombe, Bender & Co’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Coombe, Bender & Co’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 Q2	$247K	Buy	+1,448	New	+$238K	0.15%	69

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

Coombe, Bender & Co's QUAL Position: Q2 2024 in Review

Coombe, Bender & Co opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2024: 1,448 shares worth $247K. The stake represents 0.15% of the portfolio and ranks #69 among its holdings.

1,295 funds tracked by Wall St. Rank hold QUAL as of Q2 2024.

Coombe, Bender & Co held 1,448 shares of iShares MSCI USA Quality Factor ETF worth $247K as of Q2 2024.
iShares MSCI USA Quality Factor ETF was a new Coombe, Bender & Co position in Q2 2024.
iShares MSCI USA Quality Factor ETF made up 0.15% of Coombe, Bender & Co's portfolio in Q2 2024, its #69 holding.
1,295 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2024.

Based on Coombe, Bender & Co's 13F filing for Q2 2024, filed 12 Aug 2024.