Guerra Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Guerra 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
2025 Q3	$19.5K	Buy	+100	New	+$18.8K	0.01%	234

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

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

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

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

Guerra Advisors's QUAL Position: Q3 2025 in Review

Guerra Advisors opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2025: 100 shares worth $19.5K. The stake represents 0.01% of the portfolio and ranks #234 among its holdings.

1,514 funds tracked by Wall St. Rank hold QUAL as of Q3 2025.

Guerra Advisors held 100 shares of iShares MSCI USA Quality Factor ETF worth $19.5K as of Q3 2025.
iShares MSCI USA Quality Factor ETF was a new Guerra Advisors position in Q3 2025.
iShares MSCI USA Quality Factor ETF made up 0.01% of Guerra Advisors's portfolio in Q3 2025, its #234 holding.
1,514 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.