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Hochman Cole Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Hochman Cole Investment 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
2021
Q3 		$894K Sell
6,788
-790
-10% -$109K 0.35% 54
2021
Q2 		$1.01M Sell
7,578
-86
-1% -$11K 0.4% 48
2021
Q1 		$933K Buy
7,664
+437
+6% +$51.6K 0.39% 45
2020
Q4 		$840K Buy
7,227
+170
+2% +$18.7K 0.36% 48
2020
Q3 		$732K Buy
7,057
+982
+16% +$101K 0.36% 50
2020
Q2 		$583K Buy
6,075
+3,155
+108% +$290K 0.32% 57
2020
Q1 		$237K Sell
2,920
-200
-6% -$19.1K 0.16% 90
2019
Q4 		$315K Sell
3,120
-576
-16% -$55.5K 0.17% 88
2019
Q3 		$342K Hold
3,696
– – 0.21% 81
2019
Q2 		$338K Buy
3,696
+3
+0.1% +$270 0.2% 85
2019
Q1 		$327K Sell
3,693
-608
-14% -$51.2K 0.19% 86
2018
Q4 		$330K Buy
4,301
+386
+10% +$32K 0.23% 78
2018
Q3 		$354K Buy
3,915
+706
+22% +$62K 0.22% 72
2018
Q2 		$268K Buy
3,209
+700
+28% +$58.6K 0.18% 88
2018
Q1 		$208K Buy
2,509
+4
+0.2% +$339 0.15% 94
2017
Q4 		$208K Buy
+2,505
New +$202K 0.13% 96

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

Hochman Cole Investment Advisors's QUAL Position: Q3 2021 in Review

Hochman Cole Investment Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 10% in Q3 2021, selling an estimated $109K and leaving 6,788 shares worth $894K. The position accounts for 0.35% of the portfolio, ranked #54.

Hochman Cole Investment Advisors first reported a position in QUAL in Q4 2017 and has held it in 16 quarters since. The position peaked at $1.01M in Q2 2021. 768 funds tracked by Wall St. Rank hold QUAL as of Q3 2021.

  • Hochman Cole Investment Advisors held 6,788 shares of iShares MSCI USA Quality Factor ETF worth $894K as of Q3 2021.
  • Hochman Cole Investment Advisors sold 790 iShares MSCI USA Quality Factor ETF shares in Q3 2021, an estimated $109K.
  • iShares MSCI USA Quality Factor ETF made up 0.35% of Hochman Cole Investment Advisors's portfolio in Q3 2021, its #54 holding.
  • Hochman Cole Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2017 and has held it in 16 quarters since.
  • Hochman Cole Investment Advisors's iShares MSCI USA Quality Factor ETF position peaked at $1.01M in Q2 2021.
  • 768 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2021.

Based on Hochman Cole Investment Advisors's 13F filing for Q3 2021, filed 20 Oct 2021.