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Maxwell Wealth Strategies’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Maxwell Wealth Strategies’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 		$6.28M Buy
35,239
+2,953
+9% +$536K 2.56% 9
2024
Q3 		$5.77M Buy
32,286
+2,545
+9% +$441K 2.45% 9
2024
Q2 		$5.08M Buy
29,741
+47
+0.2% +$7.72K 2.49% 7
2024
Q1 		$4.89M Sell
29,694
-3,099
-9% -$484K 2.48% 7
2023
Q4 		$4.83M Buy
+32,793
New +$4.54M 3.15% 4

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

Maxwell Wealth Strategies's QUAL Position: Q4 2024 in Review

Maxwell Wealth Strategies increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 9.1% in Q4 2024, buying an estimated $536K and bringing the position to 35,239 shares worth $6.28M. The position accounts for 2.56% of the portfolio, ranked #9.

Maxwell Wealth Strategies first reported a position in QUAL in Q4 2023 and has held it in 5 quarters since. 1,487 funds tracked by Wall St. Rank hold QUAL as of Q4 2024.

  • Maxwell Wealth Strategies held 35,239 shares of iShares MSCI USA Quality Factor ETF worth $6.28M as of Q4 2024.
  • Maxwell Wealth Strategies bought 2,953 iShares MSCI USA Quality Factor ETF shares in Q4 2024, an estimated $536K.
  • iShares MSCI USA Quality Factor ETF made up 2.56% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #9 holding.
  • Maxwell Wealth Strategies first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 5 quarters since.
  • 1,487 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.