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Kerntke Otto McGlone Wealth Management Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Kerntke Otto McGlone Wealth Management 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
2023
Q1 		– Sell
-256
Closed -$29K – 108
2022
Q4 		$29K Buy
+256
New +$29K 0.03% 83

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

Kerntke Otto McGlone Wealth Management Group's QUAL Position: Q1 2023 in Review

Kerntke Otto McGlone Wealth Management Group sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2023, closing a stake of 256 shares — an estimated $29K sold.

Kerntke Otto McGlone Wealth Management Group first reported a position in QUAL in Q4 2022 and held it in 1 quarter. The position peaked at $29K in Q4 2022. 916 funds tracked by Wall St. Rank hold QUAL as of Q1 2023.

  • Kerntke Otto McGlone Wealth Management Group reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2023 after selling out during the quarter.
  • Kerntke Otto McGlone Wealth Management Group sold 256 iShares MSCI USA Quality Factor ETF shares in Q1 2023, an estimated $29K.
  • Kerntke Otto McGlone Wealth Management Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and held it in 1 quarter.
  • Kerntke Otto McGlone Wealth Management Group's iShares MSCI USA Quality Factor ETF position peaked at $29K in Q4 2022.
  • 916 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2023.

Based on Kerntke Otto McGlone Wealth Management Group's 13F filing for Q1 2023, filed 4 May 2023.