Doyle Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Doyle Wealth Management’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
2022 Q3	$13.6M	Buy	130,583 +11,022	+9%	+$1.29M	1.17%	33
2022 Q2	$13.4M	Buy	119,561 +16,761	+16%	+$2.05M	1.08%	37
2022 Q1	$13.8M	Buy	102,800 +35,368	+52%	+$4.7M	1%	41
2021 Q4	$9.81M	Buy	67,432 +10,626	+19%	+$1.5M	0.7%	53
2021 Q3	$7.48M	Buy	56,806 +19,275	+51%	+$2.65M	0.6%	59
2021 Q2	$4.99M	Buy	37,531 +7,035	+23%	+$902K	0.41%	63
2021 Q1	$3.71M	Buy	30,496 +11,506	+61%	+$1.36M	0.36%	64
2020 Q4	$2.21M	Buy	18,990 +4,616	+32%	+$508K	0.22%	75
2020 Q3	$1.49M	Buy	14,374 +5,810	+68%	+$595K	0.17%	77
2020 Q2	$821K	Buy	+8,564	New	+$786K	0.11%	93
2019 Q3	–	Sell	-115	Closed	-$11K	–	614
2019 Q2	$11K	Buy	+115	New	+$10.3K	﹤0.01%	617

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Doyle Wealth Management's QUAL Position: Q3 2022 in Review

Doyle Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 9.2% in Q3 2022, buying an estimated $1.29M and bringing the position to 130,583 shares worth $13.6M. The position accounts for 1.17% of the portfolio, ranked #33.

Doyle Wealth Management first reported a position in QUAL in Q2 2019 and has held it in 11 quarters since. The position peaked at $13.8M in Q1 2022. 805 funds tracked by Wall St. Rank hold QUAL as of Q3 2022.

Doyle Wealth Management held 130,583 shares of iShares MSCI USA Quality Factor ETF worth $13.6M as of Q3 2022.
Doyle Wealth Management bought 11,022 iShares MSCI USA Quality Factor ETF shares in Q3 2022, an estimated $1.29M.
iShares MSCI USA Quality Factor ETF made up 1.17% of Doyle Wealth Management's portfolio in Q3 2022, its #33 holding.
Doyle Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2019 and has held it in 11 quarters since.
Doyle Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $13.8M in Q1 2022.
805 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2022.

Based on Doyle Wealth Management's 13F filing for Q3 2022, filed 15 Nov 2022.