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D. Scott Neal’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

D. Scott Neal’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
2018
Q2 		– Sell
-22,180
Closed -$1.83M – 139
2018
Q1 		$1.83M Buy
22,180
+3,544
+19% +$300K 1.04% 13
2017
Q4 		$1.54M Buy
+18,636
New +$1.5M 0.93% 15

Other funds holding QUAL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
AF
Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

D. Scott Neal's QUAL Position: Q2 2018 in Review

D. Scott Neal sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2018, closing a stake of 22,180 shares — an estimated $1.83M sold.

D. Scott Neal first reported a position in QUAL in Q4 2017 and held it in 2 quarters. The position peaked at $1.83M in Q1 2018. 225 funds tracked by Wall St. Rank hold QUAL as of Q2 2018.

  • D. Scott Neal reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2018 after selling out during the quarter.
  • D. Scott Neal sold 22,180 iShares MSCI USA Quality Factor ETF shares in Q2 2018, an estimated $1.83M.
  • D. Scott Neal first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2017 and held it in 2 quarters.
  • D. Scott Neal's iShares MSCI USA Quality Factor ETF position peaked at $1.83M in Q1 2018.
  • 225 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2018.

Based on D. Scott Neal's 13F filing for Q2 2018, filed 15 Aug 2018.