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

Sandy Cove 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
2022
Q2 		– Sell
-705
Closed -$95K – 313
2022
Q1 		$95K Hold
705
– – 0.08% 131
2021
Q4 		$103K Buy
+705
New +$99.6K 0.09% 119

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Sandy Cove Advisors's QUAL Position: Q2 2022 in Review

Sandy Cove Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2022, closing a stake of 705 shares — an estimated $95K sold.

Sandy Cove Advisors first reported a position in QUAL in Q4 2021 and held it in 2 quarters. The position peaked at $103K in Q4 2021. 837 funds tracked by Wall St. Rank hold QUAL as of Q2 2022.

  • Sandy Cove Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2022 after selling out during the quarter.
  • Sandy Cove Advisors sold 705 iShares MSCI USA Quality Factor ETF shares in Q2 2022, an estimated $95K.
  • Sandy Cove Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and held it in 2 quarters.
  • Sandy Cove Advisors's iShares MSCI USA Quality Factor ETF position peaked at $103K in Q4 2021.
  • 837 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2022.

Based on Sandy Cove Advisors's 13F filing for Q2 2022, filed 11 Aug 2022.