HA
QUAL icon

Harfst & Associates’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Harfst & Associates’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
2017
Q2 		– Sell
-234
Closed -$17K – 286
2017
Q1 		$17K Buy
+234
New +$16.8K 0.01% 197

Other funds holding QUAL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
AI
Accredited Investors Edina, Minnesota $1.86B AUM 20.41% 1-Year Est. Return

Harfst & Associates's QUAL Position: Q2 2017 in Review

Harfst & Associates sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2017, closing a stake of 234 shares — an estimated $17K sold.

Harfst & Associates first reported a position in QUAL in Q1 2017 and held it in 1 quarter. The position peaked at $17K in Q1 2017. 135 funds tracked by Wall St. Rank hold QUAL as of Q2 2017.

  • Harfst & Associates reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2017 after selling out during the quarter.
  • Harfst & Associates sold 234 iShares MSCI USA Quality Factor ETF shares in Q2 2017, an estimated $17K.
  • Harfst & Associates first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2017 and held it in 1 quarter.
  • Harfst & Associates's iShares MSCI USA Quality Factor ETF position peaked at $17K in Q1 2017.
  • 135 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2017.

Based on Harfst & Associates's 13F filing for Q2 2017, filed 11 Aug 2017.