FIG
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FundX Investment Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

FundX Investment 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
2021
Q4 		$44.6M Buy
+306,735
New +$43.3M 10.86% 4
2016
Q3 		– Sell
-325,200
Closed -$21.5M – 52
2016
Q2 		$21.5M Buy
325,200
+17,065
+6% +$1.12M 5.36% 5
2016
Q1 		$20.2M Buy
+308,135
New +$19.2M 5.03% 9

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

FundX Investment Group's QUAL Position: Q4 2021 in Review

FundX Investment Group opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2021: 306,735 shares worth $44.6M. The stake represents 10.86% of the portfolio and ranks #4 among its holdings. This is a return to the name: FundX Investment Group previously reported a position in QUAL as recently as Q2 2016.

FundX Investment Group first reported a position in QUAL in Q1 2016 and has held it in 3 quarters since. 863 funds tracked by Wall St. Rank hold QUAL as of Q4 2021.

  • FundX Investment Group held 306,735 shares of iShares MSCI USA Quality Factor ETF worth $44.6M as of Q4 2021.
  • iShares MSCI USA Quality Factor ETF was a new FundX Investment Group position in Q4 2021.
  • iShares MSCI USA Quality Factor ETF made up 10.86% of FundX Investment Group's portfolio in Q4 2021, its #4 holding.
  • FundX Investment Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2016 and has held it in 3 quarters since.
  • 863 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2021.

Based on FundX Investment Group's 13F filing for Q4 2021, filed 26 Jan 2022.