Reliant Wealth Planning’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Reliant Wealth Planning’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	-135,979	Closed	-$14.1M	–	13
2022 Q3	$14.1M	Buy	135,979 +3,334	+3%	+$390K	6%	6
2022 Q2	$14.8M	Buy	+132,645	New	+$16.2M	6.22%	6
2022 Q1	–	Sell	-133,436	Closed	-$19.4M	–	6
2021 Q4	$19.4M	Buy	133,436 +1,221	+0.9%	+$173K	9.45%	5
2021 Q3	$17.4M	Buy	132,215 +1,674	+1%	+$230K	9.23%	5
2021 Q2	$17.3M	Buy	130,541 +2,757	+2%	+$353K	9.27%	5
2021 Q1	$15.6M	Buy	127,784 +3,689	+3%	+$436K	9.02%	5
2020 Q4	$14.4M	Buy	124,095 +1,376	+1%	+$152K	8.6%	5
2020 Q3	$12.7M	Buy	122,719 +26	+0%	+$2.66K	8.31%	5
2020 Q2	$11.7M	Buy	+122,693	New	+$11.3M	7.29%	6
2020 Q1	–	Sell	-82,503	Closed	-$8.33M	–	11
2019 Q4	$8.33M	Buy	+82,503	New	+$7.95M	4.18%	7

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Reliant Wealth Planning's QUAL Position: Q4 2022 in Review

Reliant Wealth Planning sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2022, closing a stake of 135,979 shares — an estimated $14.1M sold.

Reliant Wealth Planning first reported a position in QUAL in Q4 2019 and held it in 10 quarters. The position peaked at $19.4M in Q4 2021. 824 funds tracked by Wall St. Rank hold QUAL as of Q4 2022.

Reliant Wealth Planning reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2022 after selling out during the quarter.
Reliant Wealth Planning sold 135,979 iShares MSCI USA Quality Factor ETF shares in Q4 2022, an estimated $14.1M.
Reliant Wealth Planning first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and held it in 10 quarters.
Reliant Wealth Planning's iShares MSCI USA Quality Factor ETF position peaked at $19.4M in Q4 2021.
824 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2022.

Based on Reliant Wealth Planning's 13F filing for Q4 2022, filed 7 Feb 2023.