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MJP Associates’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

MJP Associates’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
2025
Q3 		– Sell
-1,577
Closed -$288K – 263
2025
Q2 		$288K Sell
1,577
-1,063
-40% -$183K 0.04% 186
2025
Q1 		$451K Sell
2,640
-357
-12% -$63.9K 0.08% 125
2024
Q4 		$534K Buy
2,997
+838
+39% +$152K 0.1% 99
2024
Q3 		$387K Sell
2,159
-97
-4% -$16.8K 0.07% 140
2024
Q2 		$385K Buy
2,256
+318
+16% +$52.2K 0.08% 144
2024
Q1 		$319K Buy
1,938
+449
+30% +$70.1K 0.07% 160
2023
Q4 		$219K Buy
+1,489
New +$206K 0.06% 160

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

MJP Associates's QUAL Position: Q3 2025 in Review

MJP Associates sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2025, closing a stake of 1,577 shares — an estimated $288K sold.

MJP Associates first reported a position in QUAL in Q4 2023 and held it in 7 quarters. The position peaked at $534K in Q4 2024. 1,519 funds tracked by Wall St. Rank hold QUAL as of Q3 2025.

  • MJP Associates reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
  • MJP Associates sold 1,577 iShares MSCI USA Quality Factor ETF shares in Q3 2025, an estimated $288K.
  • MJP Associates first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and held it in 7 quarters.
  • MJP Associates's iShares MSCI USA Quality Factor ETF position peaked at $534K in Q4 2024.
  • 1,519 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2025.

Based on MJP Associates's 13F filing for Q3 2025, filed 7 Nov 2025.