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

Janiczek 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
2022 Q3	–	Sell	-76	Closed	-$9K	–	1037
2022 Q2	$9K	Hold	76	–	–	﹤0.01%	589
2022 Q1	$10K	Hold	76	–	–	﹤0.01%	579
2021 Q4	$11K	Hold	76	–	–	﹤0.01%	584
2021 Q3	$10K	Buy	+76	New	+$10.5K	﹤0.01%	570
2021 Q2	–	Sell	-169	Closed	-$21K	–	929
2021 Q1	$21K	Buy	+169	New	+$20K	0.01%	399
2019 Q1	–	Sell	-3,466	Closed	-$266K	–	176
2018 Q4	$266K	Buy	+3,466	New	+$288K	0.14%	34

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Janiczek Wealth Management's QUAL Position: Q3 2022 in Review

Janiczek Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2022, closing a stake of 76 shares — an estimated $9K sold.

Janiczek Wealth Management first reported a position in QUAL in Q4 2018 and held it in 6 quarters. The position peaked at $266K in Q4 2018. 806 funds tracked by Wall St. Rank hold QUAL as of Q3 2022.

Janiczek Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2022 after selling out during the quarter.
Janiczek Wealth Management sold 76 iShares MSCI USA Quality Factor ETF shares in Q3 2022, an estimated $9K.
Janiczek Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2018 and held it in 6 quarters.
Janiczek Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $266K in Q4 2018.
806 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2022.

Based on Janiczek Wealth Management's 13F filing for Q3 2022, filed 17 Oct 2022.