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

HC Financial 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
2022 Q2	$10K	Buy	+90	New	+$11K	0.01%	238

Other funds holding QUAL

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

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

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

HC Financial Advisors's QUAL Position: Q2 2022 in Review

HC Financial Advisors opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2022: 90 shares worth $10K. The stake represents 0.01% of the portfolio and ranks #238 among its holdings.

837 funds tracked by Wall St. Rank hold QUAL as of Q2 2022.

HC Financial Advisors held 90 shares of iShares MSCI USA Quality Factor ETF worth $10K as of Q2 2022.
iShares MSCI USA Quality Factor ETF was a new HC Financial Advisors position in Q2 2022.
iShares MSCI USA Quality Factor ETF made up 0.01% of HC Financial Advisors's portfolio in Q2 2022, its #238 holding.
837 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2022.

Based on HC Financial Advisors's 13F filing for Q2 2022, filed 25 Jul 2022.