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Investment Research & Advisory Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Investment Research & Advisory Group’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
2021
Q2 		– Sell
-23
Closed -$3K – 180
2021
Q1 		$3K Hold
23
– – ﹤0.01% 135
2020
Q4 		$3K Buy
+23
New +$2.53K ﹤0.01% 139
2020
Q2 		– Sell
-400
Closed -$32K – 153
2020
Q1 		$32K Buy
+400
New +$38.2K 0.03% 99

Other funds holding QUAL

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

Investment Research & Advisory Group's QUAL Position: Q2 2021 in Review

Investment Research & Advisory Group sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2021, closing a stake of 23 shares — an estimated $3K sold.

Investment Research & Advisory Group first reported a position in QUAL in Q1 2020 and held it in 3 quarters. The position peaked at $32K in Q1 2020. 717 funds tracked by Wall St. Rank hold QUAL as of Q2 2021.

  • Investment Research & Advisory Group reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2021 after selling out during the quarter.
  • Investment Research & Advisory Group sold 23 iShares MSCI USA Quality Factor ETF shares in Q2 2021, an estimated $3K.
  • Investment Research & Advisory Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2020 and held it in 3 quarters.
  • Investment Research & Advisory Group's iShares MSCI USA Quality Factor ETF position peaked at $32K in Q1 2020.
  • 717 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2021.

Based on Investment Research & Advisory Group's 13F filing for Q2 2021, filed 29 Jul 2021.