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

Sage 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
2024
Q1 		– Sell
-1,655
Closed -$244K – 29
2023
Q4 		$244K Buy
+1,655
New +$229K 0.24% 23

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sage Advisors's QUAL Position: Q1 2024 in Review

Sage Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2024, closing a stake of 1,655 shares — an estimated $244K sold.

Sage Advisors first reported a position in QUAL in Q4 2023 and held it in 1 quarter. The position peaked at $244K in Q4 2023. 1,247 funds tracked by Wall St. Rank hold QUAL as of Q1 2024.

  • Sage Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2024 after selling out during the quarter.
  • Sage Advisors sold 1,655 iShares MSCI USA Quality Factor ETF shares in Q1 2024, an estimated $244K.
  • Sage Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and held it in 1 quarter.
  • Sage Advisors's iShares MSCI USA Quality Factor ETF position peaked at $244K in Q4 2023.
  • 1,247 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2024.

Based on Sage Advisors's 13F filing for Q1 2024, filed 27 Sep 2024.