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Loring Wolcott & Coolidge Fiduciary Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2024
Q2 		– Sell
-187
Closed -$29.1K – 575
2024
Q1 		$29.1K Buy
+187
New +$29.2K ﹤0.01% 434
2021
Q1 		– Sell
-720
Closed -$84K – 604
2020
Q4 		$84K Buy
+720
New +$79.3K ﹤0.01% 372

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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 $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's QUAL Position: Q2 2024 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2024, closing a stake of 187 shares — an estimated $29.1K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in QUAL in Q4 2020 and held it in 2 quarters. The position peaked at $84K in Q4 2020. 1,293 funds tracked by Wall St. Rank hold QUAL as of Q2 2024.

  • Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2024 after selling out during the quarter.
  • Loring Wolcott & Coolidge Fiduciary Advisors sold 187 iShares MSCI USA Quality Factor ETF shares in Q2 2024, an estimated $29.1K.
  • Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and held it in 2 quarters.
  • Loring Wolcott & Coolidge Fiduciary Advisors's iShares MSCI USA Quality Factor ETF position peaked at $84K in Q4 2020.
  • 1,293 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2024.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.