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Riverview Trust Company’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Riverview Trust Company’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
2019
Q1 		– Sell
-705
Closed -$54K – 444
2018
Q4 		$54K Buy
+705
New +$58.5K 0.04% 147

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Ameriprise
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Fidelity Investments
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RBA
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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Riverview Trust Company's QUAL Position: Q1 2019 in Review

Riverview Trust Company sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2019, closing a stake of 705 shares — an estimated $54K sold.

Riverview Trust Company first reported a position in QUAL in Q4 2018 and held it in 1 quarter. The position peaked at $54K in Q4 2018. 338 funds tracked by Wall St. Rank hold QUAL as of Q1 2019.

  • Riverview Trust Company reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2019 after selling out during the quarter.
  • Riverview Trust Company sold 705 iShares MSCI USA Quality Factor ETF shares in Q1 2019, an estimated $54K.
  • Riverview Trust Company first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2018 and held it in 1 quarter.
  • Riverview Trust Company's iShares MSCI USA Quality Factor ETF position peaked at $54K in Q4 2018.
  • 338 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2019.

Based on Riverview Trust Company's 13F filing for Q1 2019, filed 10 Apr 2019.