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Criterion Capital Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Criterion Capital Advisors’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 		$333K Hold
1,949
– – 0.21% 62
2024
Q3 		$333K Hold
1,949
– – 0.21% 62
2024
Q2 		$333K Buy
1,949
+855
+78% +$140K 0.21% 62
2024
Q1 		$180K Sell
1,094
-642
-37% -$100K 0.12% 78
2023
Q4 		$255K Buy
+1,736
New +$240K 0.19% 72

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

Criterion Capital Advisors's QUAL Position: Q4 2024 in Review

Criterion Capital Advisors held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q4 2024 at 1,949 shares worth $333K. The position accounts for 0.21% of the portfolio, ranked #62.

Criterion Capital Advisors first reported a position in QUAL in Q4 2023 and has held it in 5 quarters since. 1,487 funds tracked by Wall St. Rank hold QUAL as of Q4 2024.

  • Criterion Capital Advisors held 1,949 shares of iShares MSCI USA Quality Factor ETF worth $333K as of Q4 2024.
  • Criterion Capital Advisors left its iShares MSCI USA Quality Factor ETF share count unchanged in Q4 2024.
  • iShares MSCI USA Quality Factor ETF made up 0.21% of Criterion Capital Advisors's portfolio in Q4 2024, its #62 holding.
  • Criterion Capital Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,487 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2024.

Based on Criterion Capital Advisors's 13F filing for Q4 2024, filed 10 Feb 2025.