First Personal Financial Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

First Personal Financial Services’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 Q3	$26.9K	Hold	150	–	–	0.01%	245
2024 Q2	$25.6K	Sell	150 -335	-69%	-$55K	0.01%	224
2024 Q1	$79.7K	Hold	485	–	–	0.02%	166
2023 Q4	$71.4K	Hold	485	–	–	0.02%	179
2023 Q3	$63.9K	Hold	485	–	–	0.02%	184
2023 Q2	$65.4K	Hold	485	–	–	0.02%	189
2023 Q1	$60.2K	Hold	485	–	–	0.02%	190
2022 Q4	$55.3K	Hold	485	–	–	0.02%	199
2022 Q3	$50K	Sell	485 -40	-8%	-$4.68K	0.01%	195
2022 Q2	$59K	Hold	525	–	–	0.02%	165
2022 Q1	$71K	Hold	525	–	–	0.02%	167
2021 Q4	$76K	Hold	525	–	–	0.02%	166
2021 Q3	$69K	Hold	525	–	–	0.02%	169
2021 Q2	$70K	Sell	525 -50	-9%	-$6.41K	0.02%	173
2021 Q1	$70K	Hold	575	–	–	0.02%	166
2020 Q4	$67K	Hold	575	–	–	0.02%	165
2020 Q3	$60K	Hold	575	–	–	0.02%	172
2020 Q2	$55K	Hold	575	–	–	0.02%	179
2020 Q1	$47K	Hold	575	–	–	0.02%	186
2019 Q4	$58K	Hold	575	–	–	0.02%	182
2019 Q3	$53K	Hold	575	–	–	0.02%	237
2019 Q2	$53K	Hold	575	–	–	0.02%	275
2019 Q1	$51K	Hold	575	–	–	0.02%	270
2018 Q4	$44K	Hold	575	–	–	0.02%	272
2018 Q3	$52K	Buy	+575	New	+$50.5K	0.02%	281

Other funds holding QUAL

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

First Personal Financial Services's QUAL Position: Q3 2024 in Review

First Personal Financial Services held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q3 2024 at 150 shares worth $26.9K. The position accounts for 0.01% of the portfolio, ranked #245.

First Personal Financial Services first reported a position in QUAL in Q3 2018 and has held it in 25 quarters since. The position peaked at $79.7K in Q1 2024. 1,371 funds tracked by Wall St. Rank hold QUAL as of Q3 2024.

First Personal Financial Services held 150 shares of iShares MSCI USA Quality Factor ETF worth $26.9K as of Q3 2024.
First Personal Financial Services left its iShares MSCI USA Quality Factor ETF share count unchanged in Q3 2024.
iShares MSCI USA Quality Factor ETF made up 0.01% of First Personal Financial Services's portfolio in Q3 2024, its #245 holding.
First Personal Financial Services first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2018 and has held it in 25 quarters since.
First Personal Financial Services's iShares MSCI USA Quality Factor ETF position peaked at $79.7K in Q1 2024.
1,371 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.