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JOYN Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

JOYN Advisors’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
2018
Q2 		– Sell
-27
Closed -$2K – 1839
2018
Q1 		$2K Buy
+27
New +$2.29K ﹤0.01% 1090

Other funds holding QUAL

PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
HI
Horizon Investments Charlotte, North Carolina $9.13B AUM 34.49% 1-Year Est. Return
S
Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BFPW
BOK Financial Private Wealth Denver, Colorado $1.95B AUM 20.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
AF
Allworth Financial Folsom, California $23.6B AUM 20.99% 1-Year Est. Return

JOYN Advisors's QUAL Position: Q2 2018 in Review

JOYN Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2018, closing a stake of 27 shares — an estimated $2K sold.

JOYN Advisors first reported a position in QUAL in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 225 funds tracked by Wall St. Rank hold QUAL as of Q2 2018.

  • JOYN Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2018 after selling out during the quarter.
  • JOYN Advisors sold 27 iShares MSCI USA Quality Factor ETF shares in Q2 2018, an estimated $2K.
  • JOYN Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2018 and held it in 1 quarter.
  • JOYN Advisors's iShares MSCI USA Quality Factor ETF position peaked at $2K in Q1 2018.
  • 225 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2018.

Based on JOYN Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.