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NFP Retirement Inc’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

NFP Retirement Inc’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
2023
Q3 		– Sell
-1,557
Closed -$210K – 231
2023
Q2 		$210K Sell
1,557
-8,538
-85% -$1.09M 0.04% 217
2023
Q1 		$1.25M Buy
+10,095
New +$1.21M 0.25% 81

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

NFP Retirement Inc's QUAL Position: Q3 2023 in Review

NFP Retirement Inc sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2023, closing a stake of 1,557 shares — an estimated $210K sold.

NFP Retirement Inc first reported a position in QUAL in Q1 2023 and held it in 2 quarters. The position peaked at $1.25M in Q1 2023. 1,045 funds tracked by Wall St. Rank hold QUAL as of Q3 2023.

  • NFP Retirement Inc reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2023 after selling out during the quarter.
  • NFP Retirement Inc sold 1,557 iShares MSCI USA Quality Factor ETF shares in Q3 2023, an estimated $210K.
  • NFP Retirement Inc first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and held it in 2 quarters.
  • NFP Retirement Inc's iShares MSCI USA Quality Factor ETF position peaked at $1.25M in Q1 2023.
  • 1,045 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2023.

Based on NFP Retirement Inc's 13F filing for Q3 2023, filed 13 Feb 2025.