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Iams Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Iams Wealth Management’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
Q2 		– Sell
-3,956
Closed -$632K – 151
2024
Q1 		$632K Sell
3,956
-311
-7% -$48.6K 0.39% 75
2023
Q4 		$628K Buy
4,267
+2,308
+118% +$320K 0.41% 71
2023
Q3 		$258K Buy
+1,959
New +$267K 0.18% 105
2023
Q2 		– Sell
-7,566
Closed -$962K – 206
2023
Q1 		$925K Buy
7,566
+5,635
+292% +$677K 0.77% 44
2022
Q4 		$220K Buy
+1,931
New +$219K 0.22% 91

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Iams Wealth Management's QUAL Position: Q2 2024 in Review

Iams Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2024, closing a stake of 3,956 shares — an estimated $632K sold.

Iams Wealth Management first reported a position in QUAL in Q4 2022 and held it in 5 quarters. The position peaked at $925K in Q1 2023. 1,293 funds tracked by Wall St. Rank hold QUAL as of Q2 2024.

  • Iams Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Iams Wealth Management sold 3,956 iShares MSCI USA Quality Factor ETF shares in Q2 2024, an estimated $632K.
  • Iams Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and held it in 5 quarters.
  • Iams Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $925K in Q1 2023.
  • 1,293 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2024.

Based on Iams Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.