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

FSA Wealth 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
Q3 		– Sell
-30
Closed -$3K – 285
2020
Q2 		$3K Hold
30
– – ﹤0.01% 351
2020
Q1 		$2K Hold
30
– – ﹤0.01% 358
2019
Q4 		$3K Buy
+30
New +$2.89K ﹤0.01% 427

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
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
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FSA Wealth Management's QUAL Position: Q3 2020 in Review

FSA Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2020, closing a stake of 30 shares — an estimated $3K sold.

FSA Wealth Management first reported a position in QUAL in Q4 2019 and held it in 3 quarters. The position peaked at $3K in Q2 2020. 568 funds tracked by Wall St. Rank hold QUAL as of Q3 2020.

  • FSA Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2020 after selling out during the quarter.
  • FSA Wealth Management sold 30 iShares MSCI USA Quality Factor ETF shares in Q3 2020, an estimated $3K.
  • FSA Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and held it in 3 quarters.
  • FSA Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $3K in Q2 2020.
  • 568 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2020.

Based on FSA Wealth Management's 13F filing for Q3 2020, filed 13 Nov 2020.