QCM
QUAL icon

Quest Capital Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Quest Capital 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
2021
Q4 		$1.58M Buy
10,867
+5,981
+122% +$845K 0.27% 62
2021
Q3 		$644K Buy
+4,886
New +$672K 0.13% 110

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

Quest Capital Management's QUAL Position: Q4 2021 in Review

Quest Capital Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 122% in Q4 2021, buying an estimated $845K and bringing the position to 10,867 shares worth $1.58M. The position accounts for 0.27% of the portfolio, ranked #62.

Quest Capital Management first reported a position in QUAL in Q3 2021 and has held it in 2 quarters since. 865 funds tracked by Wall St. Rank hold QUAL as of Q4 2021.

  • Quest Capital Management held 10,867 shares of iShares MSCI USA Quality Factor ETF worth $1.58M as of Q4 2021.
  • Quest Capital Management bought 5,981 iShares MSCI USA Quality Factor ETF shares in Q4 2021, an estimated $845K.
  • iShares MSCI USA Quality Factor ETF made up 0.27% of Quest Capital Management's portfolio in Q4 2021, its #62 holding.
  • Quest Capital Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2021 and has held it in 2 quarters since.
  • 865 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2021.

Based on Quest Capital Management's 13F filing for Q4 2021, filed 31 Jan 2022.