Marshall Wace
QUAL icon

Marshall Wace’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Marshall Wace’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
Q4 		– Sell
-2,765
Closed -$496K – 2930
2024
Q3 		$496K Buy
+2,765
New +$480K ﹤0.01% 1920
2023
Q4 		– Sell
-30,900
Closed -$4.07M – 2531
2023
Q3 		$4.07M Buy
+30,900
New +$4.22M 0.01% 949

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Marshall Wace's QUAL Position: Q4 2024 in Review

Marshall Wace sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2024, closing a stake of 2,765 shares — an estimated $496K sold.

Marshall Wace first reported a position in QUAL in Q3 2023 and held it in 2 quarters. The position peaked at $4.07M in Q3 2023. 1,487 funds tracked by Wall St. Rank hold QUAL as of Q4 2024.

  • Marshall Wace reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Marshall Wace sold 2,765 iShares MSCI USA Quality Factor ETF shares in Q4 2024, an estimated $496K.
  • Marshall Wace first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2023 and held it in 2 quarters.
  • Marshall Wace's iShares MSCI USA Quality Factor ETF position peaked at $4.07M in Q3 2023.
  • 1,487 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2024.

Based on Marshall Wace's 13F filing for Q4 2024, filed 13 Feb 2025.