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

Edge 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
Q1 		– Sell
-52
Closed -$8K – 371
2021
Q4 		$8K Hold
52
– – ﹤0.01% 305
2021
Q3 		$7K Hold
52
– – ﹤0.01% 328
2021
Q2 		$7K Hold
52
– – ﹤0.01% 329
2021
Q1 		$6K Hold
52
– – ﹤0.01% 328
2020
Q4 		$6K Sell
52
-1,967
-97% -$217K ﹤0.01% 290
2020
Q3 		$209K Sell
2,019
-3,274
-62% -$335K 0.05% 103
2020
Q2 		$508K Sell
5,293
-63
-1% -$5.78K 0.1% 93
2020
Q1 		$439K Buy
5,356
+3,099
+137% +$296K 0.1% 99
2019
Q4 		$227K Buy
2,257
+2,132
+1,706% +$205K 0.05% 139
2019
Q3 		$11K Buy
+125
New +$11.5K ﹤0.01% 397
2019
Q1 		– Sell
-350
Closed -$27K – 592
2018
Q4 		$27K Sell
350
-196
-36% -$16.3K 0.01% 299
2018
Q3 		$49K Buy
+546
New +$48K 0.01% 257

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Edge Wealth Management's QUAL Position: Q1 2022 in Review

Edge Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2022, closing a stake of 52 shares — an estimated $8K sold.

Edge Wealth Management first reported a position in QUAL in Q3 2018 and held it in 12 quarters. The position peaked at $508K in Q2 2020. 859 funds tracked by Wall St. Rank hold QUAL as of Q1 2022.

  • Edge Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Edge Wealth Management sold 52 iShares MSCI USA Quality Factor ETF shares in Q1 2022, an estimated $8K.
  • Edge Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2018 and held it in 12 quarters.
  • Edge Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $508K in Q2 2020.
  • 859 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2022.

Based on Edge Wealth Management's 13F filing for Q1 2022, filed 14 Apr 2022.