Reilly Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Reilly Financial 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
2021 Q4	$36K	Buy	+247	New	+$34.9K	﹤0.01%	460

Other funds holding QUAL

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

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

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

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

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

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

Reilly Financial Advisors's QUAL Position: Q4 2021 in Review

Reilly Financial Advisors opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2021: 247 shares worth $36K. The stake represents ﹤0.01% of the portfolio and ranks #460 among its holdings.

865 funds tracked by Wall St. Rank hold QUAL as of Q4 2021.

Reilly Financial Advisors held 247 shares of iShares MSCI USA Quality Factor ETF worth $36K as of Q4 2021.
iShares MSCI USA Quality Factor ETF was a new Reilly Financial Advisors position in Q4 2021.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Reilly Financial Advisors's portfolio in Q4 2021, its #460 holding.
865 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2021.

Based on Reilly Financial Advisors's 13F filing for Q4 2021, filed 25 Jan 2022.