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Kavar Capital Partners Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Kavar Capital Partners Group’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
-1,403
Closed -$204K – 171
2021
Q4 		$204K Sell
1,403
-171
-11% -$24.2K 0.04% 162
2021
Q3 		$207K Hold
1,574
– – 0.05% 163
2021
Q2 		$209K Sell
1,574
-105
-6% -$13.5K 0.05% 143
2021
Q1 		$204K Buy
+1,679
New +$198K 0.06% 137

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

Kavar Capital Partners Group's QUAL Position: Q1 2022 in Review

Kavar Capital Partners Group sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2022, closing a stake of 1,403 shares — an estimated $204K sold.

Kavar Capital Partners Group first reported a position in QUAL in Q1 2021 and held it in 4 quarters. The position peaked at $209K in Q2 2021. 860 funds tracked by Wall St. Rank hold QUAL as of Q1 2022.

  • Kavar Capital Partners Group reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2022 after selling out during the quarter.
  • Kavar Capital Partners Group sold 1,403 iShares MSCI USA Quality Factor ETF shares in Q1 2022, an estimated $204K.
  • Kavar Capital Partners Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2021 and held it in 4 quarters.
  • Kavar Capital Partners Group's iShares MSCI USA Quality Factor ETF position peaked at $209K in Q2 2021.
  • 860 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2022.

Based on Kavar Capital Partners Group's 13F filing for Q1 2022, filed 9 May 2022.