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Koesten Hirschmann & Crabtree’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Koesten Hirschmann & Crabtree’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 		– Sell
-152
Closed -$18.9K – 234
2023
Q1 		$18.9K Buy
+152
New +$18.2K 0.01% 97

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Koesten Hirschmann & Crabtree's QUAL Position: Q2 2023 in Review

Koesten Hirschmann & Crabtree sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2023, closing a stake of 152 shares — an estimated $18.9K sold.

Koesten Hirschmann & Crabtree first reported a position in QUAL in Q1 2023 and held it in 1 quarter. The position peaked at $18.9K in Q1 2023. 1,005 funds tracked by Wall St. Rank hold QUAL as of Q2 2023.

  • Koesten Hirschmann & Crabtree reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2023 after selling out during the quarter.
  • Koesten Hirschmann & Crabtree sold 152 iShares MSCI USA Quality Factor ETF shares in Q2 2023, an estimated $18.9K.
  • Koesten Hirschmann & Crabtree first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and held it in 1 quarter.
  • Koesten Hirschmann & Crabtree's iShares MSCI USA Quality Factor ETF position peaked at $18.9K in Q1 2023.
  • 1,005 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2023.

Based on Koesten Hirschmann & Crabtree's 13F filing for Q2 2023, filed 26 Jul 2023.