Cornerstone Retirement Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Cornerstone Retirement Group’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 Q3	$219K	Buy	+1,658	New	+$226K	0.06%	32

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

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

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cornerstone Retirement Group's QUAL Position: Q3 2023 in Review

Cornerstone Retirement Group opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2023: 1,658 shares worth $219K. The stake represents 0.06% of the portfolio and ranks #32 among its holdings.

1,045 funds tracked by Wall St. Rank hold QUAL as of Q3 2023.

Cornerstone Retirement Group held 1,658 shares of iShares MSCI USA Quality Factor ETF worth $219K as of Q3 2023.
iShares MSCI USA Quality Factor ETF was a new Cornerstone Retirement Group position in Q3 2023.
iShares MSCI USA Quality Factor ETF made up 0.06% of Cornerstone Retirement Group's portfolio in Q3 2023, its #32 holding.
1,045 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2023.

Based on Cornerstone Retirement Group's 13F filing for Q3 2023, filed 26 Oct 2023.