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Moisand Fitzgerald Tamayo’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Moisand Fitzgerald Tamayo’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
Q3 		– Sell
-43
Closed -$7.34K – 643
2024
Q2 		$7.34K Buy
+43
New +$7.06K ﹤0.01% 341
2024
Q1 		– Sell
-193
Closed -$28.4K – 642
2023
Q4 		$28.4K Buy
+193
New +$26.7K ﹤0.01% 225
2021
Q3 		– Sell
-107
Closed -$14K – 411
2021
Q2 		$14K Buy
+107
New +$13.7K 0.01% 236

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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 $377B AUM 19.32% 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 $173B AUM 20.72% 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
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

Moisand Fitzgerald Tamayo's QUAL Position: Q3 2024 in Review

Moisand Fitzgerald Tamayo sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2024, closing a stake of 43 shares — an estimated $7.34K sold.

Moisand Fitzgerald Tamayo first reported a position in QUAL in Q2 2021 and held it in 3 quarters. The position peaked at $28.4K in Q4 2023. 1,369 funds tracked by Wall St. Rank hold QUAL as of Q3 2024.

  • Moisand Fitzgerald Tamayo reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Moisand Fitzgerald Tamayo sold 43 iShares MSCI USA Quality Factor ETF shares in Q3 2024, an estimated $7.34K.
  • Moisand Fitzgerald Tamayo first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2021 and held it in 3 quarters.
  • Moisand Fitzgerald Tamayo's iShares MSCI USA Quality Factor ETF position peaked at $28.4K in Q4 2023.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2024.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q3 2024, filed 9 Oct 2024.