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Frontier Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Frontier Investment Management’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
2020
Q2 		$24.7M Buy
257,860
+48,497
+23% +$4.45M 1.53% 21
2020
Q1 		$17M Buy
+209,363
New +$20M 1.28% 26

Other funds holding QUAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Frontier Investment Management's QUAL Position: Q2 2020 in Review

Frontier Investment Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 23% in Q2 2020, buying an estimated $4.45M and bringing the position to 257,860 shares worth $24.7M. The position accounts for 1.53% of the portfolio, ranked #21.

Frontier Investment Management first reported a position in QUAL in Q1 2020 and has held it in 2 quarters since. 568 funds tracked by Wall St. Rank hold QUAL as of Q2 2020.

  • Frontier Investment Management held 257,860 shares of iShares MSCI USA Quality Factor ETF worth $24.7M as of Q2 2020.
  • Frontier Investment Management bought 48,497 iShares MSCI USA Quality Factor ETF shares in Q2 2020, an estimated $4.45M.
  • iShares MSCI USA Quality Factor ETF made up 1.53% of Frontier Investment Management's portfolio in Q2 2020, its #21 holding.
  • Frontier Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2020 and has held it in 2 quarters since.
  • 568 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2020.

Based on Frontier Investment Management's 13F filing for Q2 2020, filed 11 Aug 2020.