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

Hoover 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
2021
Q2 		$17K Hold
125
– – ﹤0.01% 414
2021
Q1 		$16K Hold
125
– – ﹤0.01% 381
2020
Q4 		$14K Hold
125
– – ﹤0.01% 376
2020
Q3 		$13K Hold
125
– – ﹤0.01% 163
2020
Q2 		$12K Buy
+125
New +$11.5K ﹤0.01% 326

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Hoover Financial Advisors's QUAL Position: Q2 2021 in Review

Hoover Financial Advisors held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2021 at 125 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #414.

Hoover Financial Advisors first reported a position in QUAL in Q2 2020 and has held it in 5 quarters since. 717 funds tracked by Wall St. Rank hold QUAL as of Q2 2021.

  • Hoover Financial Advisors held 125 shares of iShares MSCI USA Quality Factor ETF worth $17K as of Q2 2021.
  • Hoover Financial Advisors left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2021.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #414 holding.
  • Hoover Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2020 and has held it in 5 quarters since.
  • 717 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.