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

HYA 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	$219K	Hold	1,964	–	–	0.09%	136
2022 Q1	$264K	Hold	1,964	–	–	0.09%	132
2021 Q4	$286K	Hold	1,964	–	–	0.1%	130
2021 Q3	$261K	Buy	1,964 +1	+0.1%	+$138	0.11%	131
2021 Q2	$261K	Hold	1,963	–	–	0.11%	128
2021 Q1	$239K	Hold	1,963	–	–	0.11%	127
2020 Q4	$228K	Hold	1,963	–	–	0.12%	121
2020 Q3	$204K	Buy	+1,963	New	+$201K	0.12%	119
2020 Q1	–	Sell	-2,057	Closed	-$208K	–	110
2019 Q4	$208K	Buy	+2,057	New	+$198K	0.13%	108

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 $27.4B AUM 24.17% 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

HYA Advisors's QUAL Position: Q2 2022 in Review

HYA Advisors held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2022 at 1,964 shares worth $219K. The position accounts for 0.09% of the portfolio, ranked #136.

HYA Advisors first reported a position in QUAL in Q4 2019 and has held it in 9 quarters since. The position peaked at $286K in Q4 2021. 837 funds tracked by Wall St. Rank hold QUAL as of Q2 2022.

HYA Advisors held 1,964 shares of iShares MSCI USA Quality Factor ETF worth $219K as of Q2 2022.
HYA Advisors left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2022.
iShares MSCI USA Quality Factor ETF made up 0.09% of HYA Advisors's portfolio in Q2 2022, its #136 holding.
HYA Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and has held it in 9 quarters since.
HYA Advisors's iShares MSCI USA Quality Factor ETF position peaked at $286K in Q4 2021.
837 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2022.

Based on HYA Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.