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Hudock Inc’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Hudock Inc’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
Q4 		– Sell
-160
Closed -$16K – 580
2022
Q3 		$16K Hold
160
– – 0.01% 465
2022
Q2 		$17K Buy
160
+33
+26% +$4.03K 0.01% 448
2022
Q1 		$17K Hold
127
– – ﹤0.01% 470
2021
Q4 		$18K Buy
127
+72
+131% +$10.2K 0.01% 459
2021
Q3 		$7K Buy
+55
New +$7.56K ﹤0.01% 598
2021
Q1 		– Sell
-228
Closed -$26K – 835
2020
Q4 		$26K Buy
+228
New +$25.1K 0.01% 384

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Hudock Inc's QUAL Position: Q4 2022 in Review

Hudock Inc sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2022, closing a stake of 160 shares — an estimated $16K sold.

Hudock Inc first reported a position in QUAL in Q4 2020 and held it in 6 quarters. The position peaked at $26K in Q4 2020. 824 funds tracked by Wall St. Rank hold QUAL as of Q4 2022.

  • Hudock Inc reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2022 after selling out during the quarter.
  • Hudock Inc sold 160 iShares MSCI USA Quality Factor ETF shares in Q4 2022, an estimated $16K.
  • Hudock Inc first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and held it in 6 quarters.
  • Hudock Inc's iShares MSCI USA Quality Factor ETF position peaked at $26K in Q4 2020.
  • 824 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2022.

Based on Hudock Inc's 13F filing for Q4 2022, filed 8 Feb 2023.