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

Evolution Wealth 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
2025
Q1 		– Sell
-1,375
Closed -$245K – 157
2024
Q4 		$245K Hold
1,375
– – 0.04% 121
2024
Q3 		$247K Buy
+1,375
New +$238K 0.04% 118
2020
Q1 		– Sell
-250
Closed -$25K – 573
2019
Q4 		$25K Buy
+250
New +$24.1K 0.01% 208

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

Evolution Wealth Advisors's QUAL Position: Q1 2025 in Review

Evolution Wealth Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2025, closing a stake of 1,375 shares — an estimated $245K sold.

Evolution Wealth Advisors first reported a position in QUAL in Q4 2019 and held it in 3 quarters. The position peaked at $247K in Q3 2024. 1,468 funds tracked by Wall St. Rank hold QUAL as of Q1 2025.

  • Evolution Wealth Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Evolution Wealth Advisors sold 1,375 iShares MSCI USA Quality Factor ETF shares in Q1 2025, an estimated $245K.
  • Evolution Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and held it in 3 quarters.
  • Evolution Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $247K in Q3 2024.
  • 1,468 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2025.

Based on Evolution Wealth Advisors's 13F filing for Q1 2025, filed 9 May 2025.