Lehman & Derafelo Financial Resources’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Lehman & Derafelo Financial Resources’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 Q4	–	Sell	-346	Closed	-$36K	–	167
2022 Q3	$36K	Hold	346	–	–	0.01%	135
2022 Q2	$39K	Buy	+346	New	+$42.2K	0.01%	138
2021 Q4	–	Sell	-346	Closed	-$46K	–	165
2021 Q3	$46K	Hold	346	–	–	0.01%	135
2021 Q2	$46K	Hold	346	–	–	0.01%	154
2021 Q1	$42K	Hold	346	–	–	0.01%	155
2020 Q4	$40K	Hold	346	–	–	0.01%	156
2020 Q3	$36K	Hold	346	–	–	0.01%	182
2020 Q2	$33K	Hold	346	–	–	0.01%	174
2020 Q1	$28K	Hold	346	–	–	0.01%	129
2019 Q4	$35K	Hold	346	–	–	0.01%	143
2019 Q3	$32K	Hold	346	–	–	0.01%	134
2019 Q2	$32K	Hold	346	–	–	0.01%	135
2019 Q1	$31K	Hold	346	–	–	0.01%	137
2018 Q4	$27K	Buy	+346	New	+$28.7K	0.01%	129

Other funds holding QUAL

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lehman & Derafelo Financial Resources's QUAL Position: Q4 2022 in Review

Lehman & Derafelo Financial Resources sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2022, closing a stake of 346 shares — an estimated $36K sold.

Lehman & Derafelo Financial Resources first reported a position in QUAL in Q4 2018 and held it in 14 quarters. The position peaked at $46K in Q3 2021. 824 funds tracked by Wall St. Rank hold QUAL as of Q4 2022.

Lehman & Derafelo Financial Resources reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2022 after selling out during the quarter.
Lehman & Derafelo Financial Resources sold 346 iShares MSCI USA Quality Factor ETF shares in Q4 2022, an estimated $36K.
Lehman & Derafelo Financial Resources first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2018 and held it in 14 quarters.
Lehman & Derafelo Financial Resources's iShares MSCI USA Quality Factor ETF position peaked at $46K in Q3 2021.
824 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2022.

Based on Lehman & Derafelo Financial Resources's 13F filing for Q4 2022, filed 20 Jan 2023.