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Ropes Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Ropes Wealth 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
Q1 		– Sell
-61
Closed -$7K – 653
2020
Q4 		$7K Buy
+61
New +$6.72K ﹤0.01% 556
2017
Q2 		– Sell
-125
Closed -$9K – 571
2017
Q1 		$9K Buy
+125
New +$8.97K ﹤0.01% 453

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Ropes Wealth Advisors's QUAL Position: Q1 2021 in Review

Ropes Wealth Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2021, closing a stake of 61 shares — an estimated $7K sold.

Ropes Wealth Advisors first reported a position in QUAL in Q1 2017 and held it in 2 quarters. The position peaked at $9K in Q1 2017. 688 funds tracked by Wall St. Rank hold QUAL as of Q1 2021.

  • Ropes Wealth Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2021 after selling out during the quarter.
  • Ropes Wealth Advisors sold 61 iShares MSCI USA Quality Factor ETF shares in Q1 2021, an estimated $7K.
  • Ropes Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2017 and held it in 2 quarters.
  • Ropes Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $9K in Q1 2017.
  • 688 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2021.

Based on Ropes Wealth Advisors's 13F filing for Q1 2021, filed 12 May 2021.