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

FirstPurpose Wealth’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 Q1	$371K	Buy	+2,304	New	+$360K	0.13%	138

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FirstPurpose Wealth's QUAL Position: Q1 2024 in Review

FirstPurpose Wealth opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2024: 2,304 shares worth $371K. The stake represents 0.13% of the portfolio and ranks #138 among its holdings.

1,247 funds tracked by Wall St. Rank hold QUAL as of Q1 2024.

FirstPurpose Wealth held 2,304 shares of iShares MSCI USA Quality Factor ETF worth $371K as of Q1 2024.
iShares MSCI USA Quality Factor ETF was a new FirstPurpose Wealth position in Q1 2024.
iShares MSCI USA Quality Factor ETF made up 0.13% of FirstPurpose Wealth's portfolio in Q1 2024, its #138 holding.
1,247 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.