Coppell Advisory Solutions Corp’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Coppell Advisory Solutions Corp’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	$268K	Buy	+1,628	New	+$254K	0.05%	207

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

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

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Coppell Advisory Solutions Corp's QUAL Position: Q1 2024 in Review

Coppell Advisory Solutions Corp opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2024: 1,628 shares worth $268K. The stake represents 0.05% of the portfolio and ranks #207 among its holdings.

1,247 funds tracked by Wall St. Rank hold QUAL as of Q1 2024.

Coppell Advisory Solutions Corp held 1,628 shares of iShares MSCI USA Quality Factor ETF worth $268K as of Q1 2024.
iShares MSCI USA Quality Factor ETF was a new Coppell Advisory Solutions Corp position in Q1 2024.
iShares MSCI USA Quality Factor ETF made up 0.05% of Coppell Advisory Solutions Corp's portfolio in Q1 2024, its #207 holding.
1,247 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2024.

Based on Coppell Advisory Solutions Corp's 13F filing for Q1 2024, filed 16 May 2024.