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McDonald Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

McDonald Partners’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
Q1 		– Sell
-72
Closed -$10.5K – 598
2021
Q4 		$10.5K Buy
+72
New +$10.2K 0.01% 187

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

McDonald Partners's QUAL Position: Q1 2022 in Review

McDonald Partners sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2022, closing a stake of 72 shares — an estimated $10.5K sold.

McDonald Partners first reported a position in QUAL in Q4 2021 and held it in 1 quarter. The position peaked at $10.5K in Q4 2021. 860 funds tracked by Wall St. Rank hold QUAL as of Q1 2022.

  • McDonald Partners reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2022 after selling out during the quarter.
  • McDonald Partners sold 72 iShares MSCI USA Quality Factor ETF shares in Q1 2022, an estimated $10.5K.
  • McDonald Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and held it in 1 quarter.
  • McDonald Partners's iShares MSCI USA Quality Factor ETF position peaked at $10.5K in Q4 2021.
  • 860 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2022.

Based on McDonald Partners's 13F filing for Q1 2022, filed 29 Apr 2022.