Fukoku Mutual Life Insurance’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Fukoku Mutual Life Insurance’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 Q4	–	Sell	-28,000	Closed	-$2.9M	–	318
2020 Q3	$2.9M	Hold	28,000	–	–	0.31%	58
2020 Q2	$2.69M	Buy	+28,000	New	+$2.57M	0.3%	57
2020 Q1	–	Sell	-15,200	Closed	-$1.53M	–	303
2019 Q4	$1.53M	Sell	15,200 -6,300	-29%	-$607K	0.17%	66
2019 Q3	$1.99M	Buy	21,500 +10,000	+87%	+$920K	0.23%	56
2019 Q2	$1.05M	Buy	+11,500	New	+$1.03M	0.13%	72

Other funds holding QUAL

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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

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

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Fukoku Mutual Life Insurance's QUAL Position: Q4 2020 in Review

Fukoku Mutual Life Insurance sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2020, closing a stake of 28,000 shares — an estimated $2.9M sold.

Fukoku Mutual Life Insurance first reported a position in QUAL in Q2 2019 and held it in 5 quarters. The position peaked at $2.9M in Q3 2020. 708 funds tracked by Wall St. Rank hold QUAL as of Q4 2020.

Fukoku Mutual Life Insurance reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2020 after selling out during the quarter.
Fukoku Mutual Life Insurance sold 28,000 iShares MSCI USA Quality Factor ETF shares in Q4 2020, an estimated $2.9M.
Fukoku Mutual Life Insurance first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2019 and held it in 5 quarters.
Fukoku Mutual Life Insurance's iShares MSCI USA Quality Factor ETF position peaked at $2.9M in Q3 2020.
708 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2020.

Based on Fukoku Mutual Life Insurance's 13F filing for Q4 2020, filed 27 Jan 2021.