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Ifrah Financial Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Ifrah Financial Services’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
2020
Q4 		– Sell
-3,848
Closed -$399K – 201
2020
Q3 		$399K Sell
3,848
-71
-2% -$7.27K 0.14% 118
2020
Q2 		$376K Sell
3,919
-132
-3% -$12.1K 0.14% 122
2020
Q1 		$328K Sell
4,051
-1,882
-32% -$180K 0.14% 121
2019
Q4 		$599K Buy
+5,933
New +$571K 0.21% 89
2018
Q4 		– Sell
-7,280
Closed -$658K – 210
2018
Q3 		$658K Buy
+7,280
New +$639K 0.23% 85

Other funds holding QUAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Ifrah Financial Services's QUAL Position: Q4 2020 in Review

Ifrah Financial Services sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2020, closing a stake of 3,848 shares — an estimated $399K sold.

Ifrah Financial Services first reported a position in QUAL in Q3 2018 and held it in 5 quarters. The position peaked at $658K in Q3 2018. 708 funds tracked by Wall St. Rank hold QUAL as of Q4 2020.

  • Ifrah Financial Services reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2020 after selling out during the quarter.
  • Ifrah Financial Services sold 3,848 iShares MSCI USA Quality Factor ETF shares in Q4 2020, an estimated $399K.
  • Ifrah Financial Services first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2018 and held it in 5 quarters.
  • Ifrah Financial Services's iShares MSCI USA Quality Factor ETF position peaked at $658K in Q3 2018.
  • 708 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2020.

Based on Ifrah Financial Services's 13F filing for Q4 2020, filed 5 Feb 2021.