Kistler-Tiffany Companies’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Kistler-Tiffany Companies’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 Q2	$28.3K	Hold	210	–	–	﹤0.01%	571
2023 Q1	$26.1K	Sell	210 -199	-49%	-$23.9K	0.01%	515
2022 Q4	$46.6K	Buy	409 +44	+12%	+$4.99K	0.01%	429
2022 Q3	$38K	Hold	365	–	–	0.01%	412
2022 Q2	$41K	Hold	365	–	–	0.01%	400
2022 Q1	$49K	Hold	365	–	–	0.01%	394
2021 Q4	$53K	Hold	365	–	–	0.01%	371
2021 Q3	$48K	Hold	365	–	–	0.01%	374
2021 Q2	$48K	Buy	+365	New	+$46.8K	0.01%	370
2018 Q4	–	Sell	-69	Closed	-$6K	–	567
2018 Q3	$6K	Hold	69	–	–	﹤0.01%	476
2018 Q2	$6K	Hold	69	–	–	﹤0.01%	469
2018 Q1	$6K	Buy	+69	New	+$5.85K	﹤0.01%	479

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Kistler-Tiffany Companies's QUAL Position: Q2 2023 in Review

Kistler-Tiffany Companies held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2023 at 210 shares worth $28.3K. The position accounts for ﹤0.01% of the portfolio, ranked #571.

Kistler-Tiffany Companies first reported a position in QUAL in Q1 2018 and has held it in 12 quarters since. The position peaked at $53K in Q4 2021. 1,005 funds tracked by Wall St. Rank hold QUAL as of Q2 2023.

Kistler-Tiffany Companies held 210 shares of iShares MSCI USA Quality Factor ETF worth $28.3K as of Q2 2023.
Kistler-Tiffany Companies left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2023.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Kistler-Tiffany Companies's portfolio in Q2 2023, its #571 holding.
Kistler-Tiffany Companies first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2018 and has held it in 12 quarters since.
Kistler-Tiffany Companies's iShares MSCI USA Quality Factor ETF position peaked at $53K in Q4 2021.
1,005 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2023.

Based on Kistler-Tiffany Companies's 13F filing for Q2 2023, filed 1 Aug 2023.