Householder Group Estate & Retirement Specialist’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024 Q4	$2K	Sell	12 -4,017	-100%	-$730K	﹤0.01%	487
2024 Q3	$722K	Sell	4,029 -526	-12%	-$91.2K	0.21%	98
2024 Q2	$777K	Sell	4,555 -1,022	-18%	-$168K	0.22%	100
2024 Q1	$917K	Buy	5,577 +128	+2%	+$20K	0.27%	83
2023 Q4	$801K	Sell	5,449 -41	-0.7%	-$5.68K	0.26%	77
2023 Q3	$724K	Buy	+5,490	New	+$750K	0.26%	79
2023 Q1	$972K	Buy	+7,834	New	+$941K	0.37%	58
2022 Q4	–	Sell	-8,501	Closed	-$883K	–	923
2022 Q3	$883K	Sell	8,501 -1,284	-13%	-$150K	0.36%	62
2022 Q2	$1.09M	Sell	9,785 -503	-5%	-$61.4K	0.49%	47
2022 Q1	$1.39M	Sell	10,288 -877	-8%	-$116K	0.56%	43
2021 Q4	$1.63M	Buy	+11,165	New	+$1.58M	0.61%	39

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Wells Fargo San Francisco, California $530B AUM 22.01% 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

Householder Group Estate & Retirement Specialist's QUAL Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 100% in Q4 2024, selling an estimated $730K and leaving 12 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Householder Group Estate & Retirement Specialist first reported a position in QUAL in Q4 2021 and has held it in 11 quarters since. The position peaked at $1.63M in Q4 2021. 1,487 funds tracked by Wall St. Rank hold QUAL as of Q4 2024.

Householder Group Estate & Retirement Specialist held 12 shares of iShares MSCI USA Quality Factor ETF worth $2K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 4,017 iShares MSCI USA Quality Factor ETF shares in Q4 2024, an estimated $730K.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #487 holding.
Householder Group Estate & Retirement Specialist first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 11 quarters since.
Householder Group Estate & Retirement Specialist's iShares MSCI USA Quality Factor ETF position peaked at $1.63M in Q4 2021.
1,487 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.