GFWA
QUAL icon

Grey Fox Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Grey Fox Wealth Advisors’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
2023
Q1 		– Sell
-11
Closed -$1.25K – 550
2022
Q4 		$1.25K Buy
+11
New +$1.25K ﹤0.01% 353

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Grey Fox Wealth Advisors's QUAL Position: Q1 2023 in Review

Grey Fox Wealth Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2023, closing a stake of 11 shares — an estimated $1.25K sold.

Grey Fox Wealth Advisors first reported a position in QUAL in Q4 2022 and held it in 1 quarter. The position peaked at $1.25K in Q4 2022. 916 funds tracked by Wall St. Rank hold QUAL as of Q1 2023.

  • Grey Fox Wealth Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Grey Fox Wealth Advisors sold 11 iShares MSCI USA Quality Factor ETF shares in Q1 2023, an estimated $1.25K.
  • Grey Fox Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and held it in 1 quarter.
  • Grey Fox Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $1.25K in Q4 2022.
  • 916 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2023.

Based on Grey Fox Wealth Advisors's 13F filing for Q1 2023, filed 9 May 2023.