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IronBridge Private Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

IronBridge Private Wealth’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
Q1 		– Sell
-25
Closed -$4K – 233
2021
Q4 		$4K Hold
25
– – ﹤0.01% 252
2021
Q3 		$3K Buy
25
+4
+19% +$550 ﹤0.01% 242
2021
Q2 		$3K Hold
21
– – ﹤0.01% 247
2021
Q1 		$3K Buy
+21
New +$2.48K ﹤0.01% 249

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
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
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

IronBridge Private Wealth's QUAL Position: Q1 2022 in Review

IronBridge Private Wealth sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2022, closing a stake of 25 shares — an estimated $4K sold.

IronBridge Private Wealth first reported a position in QUAL in Q1 2021 and held it in 4 quarters. The position peaked at $4K in Q4 2021. 860 funds tracked by Wall St. Rank hold QUAL as of Q1 2022.

  • IronBridge Private Wealth reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2022 after selling out during the quarter.
  • IronBridge Private Wealth sold 25 iShares MSCI USA Quality Factor ETF shares in Q1 2022, an estimated $4K.
  • IronBridge Private Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2021 and held it in 4 quarters.
  • IronBridge Private Wealth's iShares MSCI USA Quality Factor ETF position peaked at $4K in Q4 2021.
  • 860 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2022.

Based on IronBridge Private Wealth's 13F filing for Q1 2022, filed 16 May 2022.