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Pillar Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Pillar Wealth Advisors’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 		– Sell
-1,529
Closed -$274K – 7
2024
Q3 		$274K Sell
1,529
-32,040
-95% -$5.56M 8.19% 6
2024
Q2 		$5.73M Sell
33,569
-23,760
-41% -$3.9M 6.88% 2
2024
Q1 		$9.42M Sell
57,329
-4,165
-7% -$651K 7.11% 3
2023
Q4 		$9.05M Sell
61,494
-3,452
-5% -$478K 6.97% 4
2023
Q3 		$8.56M Sell
64,946
-1,774
-3% -$242K 7.41% 4
2023
Q2 		$9M Sell
66,720
-1,832
-3% -$233K 7.52% 4
2023
Q1 		$8.5M Sell
68,552
-1,844
-3% -$221K 8.47% 4
2022
Q4 		$8.02M Sell
70,396
-1,421
-2% -$161K 7.73% 4
2022
Q3 		$7.46M Buy
71,817
+706
+1% +$82.6K 7.44% 4
2022
Q2 		$7.95M Buy
71,111
+397
+0.6% +$48.4K 8.08% 4
2022
Q1 		$9.52M Sell
70,714
-945
-1% -$125K 9.19% 4
2021
Q4 		$10.4M Buy
+71,659
New +$10.1M 9.92% 3

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Pillar Wealth Advisors's QUAL Position: Q4 2024 in Review

Pillar Wealth Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2024, closing a stake of 1,529 shares — an estimated $274K sold.

Pillar Wealth Advisors first reported a position in QUAL in Q4 2021 and held it in 12 quarters. The position peaked at $10.4M in Q4 2021. 1,487 funds tracked by Wall St. Rank hold QUAL as of Q4 2024.

  • Pillar Wealth Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2024 after selling out during the quarter.
  • Pillar Wealth Advisors sold 1,529 iShares MSCI USA Quality Factor ETF shares in Q4 2024, an estimated $274K.
  • Pillar Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and held it in 12 quarters.
  • Pillar Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $10.4M in Q4 2021.
  • 1,487 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2024.

Based on Pillar Wealth Advisors's 13F filing for Q4 2024.