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Polaris Wealth Advisory Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Polaris Wealth Advisory Group’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
2020
Q3 		– Sell
-136,494
Closed -$13.2M – 179
2020
Q2 		$13.2M Buy
136,494
+117,061
+602% +$10.7M 1.04% 37
2020
Q1 		$1.57M Buy
+19,433
New +$1.86M 0.17% 65

Other funds holding QUAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Polaris Wealth Advisory Group's QUAL Position: Q3 2020 in Review

Polaris Wealth Advisory Group sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2020, closing a stake of 136,494 shares — an estimated $13.2M sold.

Polaris Wealth Advisory Group first reported a position in QUAL in Q1 2020 and held it in 2 quarters. The position peaked at $13.2M in Q2 2020. 568 funds tracked by Wall St. Rank hold QUAL as of Q3 2020.

  • Polaris Wealth Advisory Group reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2020 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 136,494 iShares MSCI USA Quality Factor ETF shares in Q3 2020, an estimated $13.2M.
  • Polaris Wealth Advisory Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2020 and held it in 2 quarters.
  • Polaris Wealth Advisory Group's iShares MSCI USA Quality Factor ETF position peaked at $13.2M in Q2 2020.
  • 568 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2020.

Based on Polaris Wealth Advisory Group's 13F filing for Q3 2020, filed 15 Oct 2020.