FFG
QUAL icon

Ford Financial Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Ford Financial Group’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
2023
Q1 		– Sell
-9,529
Closed -$1.09M – 78
2022
Q4 		$1.09M Sell
9,529
-46
-0.5% -$5.22K 0.43% 48
2022
Q3 		$995K Sell
9,575
-8,379
-47% -$980K 0.41% 51
2022
Q2 		$2.01M Sell
17,954
-2,790
-13% -$340K 0.82% 30
2022
Q1 		$2.79M Sell
20,744
-10,545
-34% -$1.4M 1.07% 23
2021
Q4 		$4.55K Sell
31,289
-2,868
-8% -$405K 0.9% 18
2021
Q3 		$4.5M Sell
34,157
-293
-0.9% -$40.3K 1.73% 18
2021
Q2 		$4.58M Buy
34,450
+1,055
+3% +$135K 1.71% 16
2021
Q1 		$4.07M Buy
33,395
+972
+3% +$115K 1.75% 16
2020
Q4 		$3.77M Buy
32,423
+1,519
+5% +$167K 1.78% 17
2020
Q3 		$3.21M Buy
30,904
+942
+3% +$96.5K 1.74% 15
2020
Q2 		$2.87M Buy
29,962
+432
+1% +$39.7K 1.6% 14
2020
Q1 		$2.39M Buy
29,530
+585
+2% +$55.8K 1.6% 14
2019
Q4 		$2.92M Buy
28,945
+1,299
+5% +$125K 1.68% 10
2019
Q3 		$2.55M Buy
+27,646
New +$2.54M 1.63% 10

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Ford Financial Group's QUAL Position: Q1 2023 in Review

Ford Financial Group sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2023, closing a stake of 9,529 shares — an estimated $1.09M sold.

Ford Financial Group first reported a position in QUAL in Q3 2019 and held it in 14 quarters. The position peaked at $4.58M in Q2 2021. 916 funds tracked by Wall St. Rank hold QUAL as of Q1 2023.

  • Ford Financial Group reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Ford Financial Group sold 9,529 iShares MSCI USA Quality Factor ETF shares in Q1 2023, an estimated $1.09M.
  • Ford Financial Group first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2019 and held it in 14 quarters.
  • Ford Financial Group's iShares MSCI USA Quality Factor ETF position peaked at $4.58M in Q2 2021.
  • 916 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2023.

Based on Ford Financial Group's 13F filing for Q1 2023, filed 11 May 2023.