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

Future Financial 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
2024 Q4	–	Sell	-360	Closed	-$64.5K	–	464
2024 Q3	$64.5K	Buy	+360	New	+$62.4K	0.05%	224
2024 Q2	–	Sell	-360	Closed	-$59.2K	–	366
2024 Q1	$59.2K	Buy	+360	New	+$56.2K	0.05%	241
2022 Q2	–	Sell	-560	Closed	-$75K	–	382
2022 Q1	$75K	Sell	560 -185	-25%	-$24.6K	0.06%	222
2021 Q4	$108K	Buy	+745	New	+$105K	0.09%	182
2021 Q1	–	Sell	-2,705	Closed	-$314K	–	120
2020 Q4	$314K	Buy	+2,705	New	+$298K	0.36%	81

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

Future Financial Wealth Management's QUAL Position: Q4 2024 in Review

Future Financial Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2024, closing a stake of 360 shares — an estimated $64.5K sold.

Future Financial Wealth Management first reported a position in QUAL in Q4 2020 and held it in 5 quarters. The position peaked at $314K in Q4 2020. 1,487 funds tracked by Wall St. Rank hold QUAL as of Q4 2024.

Future Financial Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
Future Financial Wealth Management sold 360 iShares MSCI USA Quality Factor ETF shares in Q4 2024, an estimated $64.5K.
Future Financial Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and held it in 5 quarters.
Future Financial Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $314K in Q4 2020.
1,487 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2024.

Based on Future Financial Wealth Management's 13F filing for Q4 2024, filed 13 Jan 2025.