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

DCM 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
Q2 		– Sell
-3,001
Closed -$493K – 70
2024
Q1 		$493K Hold
3,001
– – 0.2% 50
2023
Q4 		$442K Hold
3,001
– – 0.16% 83
2023
Q3 		$396K Hold
3,001
– – 0.18% 63
2023
Q2 		$405K Hold
3,001
– – 0.17% 58
2023
Q1 		$372K Hold
3,001
– – 0.17% 58
2022
Q4 		$342K Hold
3,001
– – 0.17% 59
2022
Q3 		$312K Buy
+3,001
New +$351K 0.16% 143

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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

DCM Advisors's QUAL Position: Q2 2024 in Review

DCM Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2024, closing a stake of 3,001 shares — an estimated $493K sold.

DCM Advisors first reported a position in QUAL in Q3 2022 and held it in 7 quarters. The position peaked at $493K in Q1 2024. 1,293 funds tracked by Wall St. Rank hold QUAL as of Q2 2024.

  • DCM Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2024 after selling out during the quarter.
  • DCM Advisors sold 3,001 iShares MSCI USA Quality Factor ETF shares in Q2 2024, an estimated $493K.
  • DCM Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2022 and held it in 7 quarters.
  • DCM Advisors's iShares MSCI USA Quality Factor ETF position peaked at $493K in Q1 2024.
  • 1,293 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2024.

Based on DCM Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.