FTA
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Financial & Tax Architects’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Financial & Tax Architects’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
-1,151
Closed -$205K – 109
2024
Q4 		$205K Buy
+1,151
New +$209K 0.05% 102

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

Financial & Tax Architects's QUAL Position: Q1 2025 in Review

Financial & Tax Architects sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2025, closing a stake of 1,151 shares — an estimated $205K sold.

Financial & Tax Architects first reported a position in QUAL in Q4 2024 and held it in 1 quarter. The position peaked at $205K in Q4 2024. 1,468 funds tracked by Wall St. Rank hold QUAL as of Q1 2025.

  • Financial & Tax Architects reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2025 after selling out during the quarter.
  • Financial & Tax Architects sold 1,151 iShares MSCI USA Quality Factor ETF shares in Q1 2025, an estimated $205K.
  • Financial & Tax Architects first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and held it in 1 quarter.
  • Financial & Tax Architects's iShares MSCI USA Quality Factor ETF position peaked at $205K in Q4 2024.
  • 1,468 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2025.

Based on Financial & Tax Architects's 13F filing for Q1 2025, filed 6 May 2025.