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

JD 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
2021
Q2 		– Sell
-1,816
Closed -$221K – 45
2021
Q1 		$221K Sell
1,816
-534
-23% -$63.1K 0.28% 41
2020
Q4 		$273K Buy
+2,350
New +$259K 0.3% 38

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

JD Financial Services's QUAL Position: Q2 2021 in Review

JD Financial Services sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2021, closing a stake of 1,816 shares — an estimated $221K sold.

JD Financial Services first reported a position in QUAL in Q4 2020 and held it in 2 quarters. The position peaked at $273K in Q4 2020. 717 funds tracked by Wall St. Rank hold QUAL as of Q2 2021.

  • JD Financial Services reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2021 after selling out during the quarter.
  • JD Financial Services sold 1,816 iShares MSCI USA Quality Factor ETF shares in Q2 2021, an estimated $221K.
  • JD Financial Services first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and held it in 2 quarters.
  • JD Financial Services's iShares MSCI USA Quality Factor ETF position peaked at $273K in Q4 2020.
  • 717 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2021.

Based on JD Financial Services's 13F filing for Q2 2021, filed 16 Aug 2021.