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

Kabarec Financial 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	$165K	Buy	+1,978	New	+$165K	0.13%	46

Other funds holding QUAL

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Horizon Investments Charlotte, North Carolina $8.92B AUM 25.62% 1-Year Est. Return

Schroders London, United Kingdom $185M AUM 16.04% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BFPW

BOK Financial Private Wealth Denver, Colorado $1.66B AUM 18.56% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Allworth Financial Folsom, California $24.7B AUM 15.55% 1-Year Est. Return

Kabarec Financial Advisors's QUAL Position: Q2 2018 in Review

Kabarec Financial Advisors opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2018: 1,978 shares worth $165K. The stake represents 0.13% of the portfolio and ranks #46 among its holdings.

225 funds tracked by Wall St. Rank hold QUAL as of Q2 2018.

Kabarec Financial Advisors held 1,978 shares of iShares MSCI USA Quality Factor ETF worth $165K as of Q2 2018.
iShares MSCI USA Quality Factor ETF was a new Kabarec Financial Advisors position in Q2 2018.
iShares MSCI USA Quality Factor ETF made up 0.13% of Kabarec Financial Advisors's portfolio in Q2 2018, its #46 holding.
225 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2018.

Based on Kabarec Financial Advisors's 13F filing for Q2 2018, filed 9 Aug 2018.