Progressive Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Progressive Investment Management’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
2022 Q4	–	Sell	-1,222	Closed	-$127K	–	58
2022 Q3	$127K	Hold	1,222	–	–	0.05%	49
2022 Q2	$137K	Hold	1,222	–	–	0.05%	50
2022 Q1	$165K	Hold	1,222	–	–	0.05%	52
2021 Q4	$178K	Hold	1,222	–	–	0.05%	53
2021 Q3	$161K	Buy	+1,222	New	+$168K	0.05%	52

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Progressive Investment Management's QUAL Position: Q4 2022 in Review

Progressive Investment Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2022, closing a stake of 1,222 shares — an estimated $127K sold.

Progressive Investment Management first reported a position in QUAL in Q3 2021 and held it in 5 quarters. The position peaked at $178K in Q4 2021. 824 funds tracked by Wall St. Rank hold QUAL as of Q4 2022.

Progressive Investment Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2022 after selling out during the quarter.
Progressive Investment Management sold 1,222 iShares MSCI USA Quality Factor ETF shares in Q4 2022, an estimated $127K.
Progressive Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2021 and held it in 5 quarters.
Progressive Investment Management's iShares MSCI USA Quality Factor ETF position peaked at $178K in Q4 2021.
824 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2022.

Based on Progressive Investment Management's 13F filing for Q4 2022, filed 30 Jan 2023.