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

Schechter Investment 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
2025 Q1	$308K	Hold	1,804	–	–	0.03%	469
2024 Q4	$321K	Hold	1,804	–	–	0.02%	478
2024 Q3	$323K	Hold	1,804	–	–	0.02%	484
2024 Q2	$308K	Hold	1,804	–	–	0.02%	470
2024 Q1	$296K	Hold	1,804	–	–	0.02%	500
2023 Q4	$265K	Hold	1,804	–	–	0.02%	493
2023 Q3	$238K	Hold	1,804	–	–	0.02%	509
2023 Q2	$243K	Hold	1,804	–	–	0.02%	537
2023 Q1	$224K	Hold	1,804	–	–	0.02%	589
2022 Q4	$206K	Buy	+1,804	New	+$205K	0.02%	752
2022 Q3	–	Sell	-1,804	Closed	-$202K	–	981
2022 Q2	$202K	Hold	1,804	–	–	0.02%	842
2022 Q1	$243K	Buy	+1,804	New	+$240K	0.02%	776

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Schechter Investment Advisors's QUAL Position: Q1 2025 in Review

Schechter Investment Advisors held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2025 at 1,804 shares worth $308K. The position accounts for 0.03% of the portfolio, ranked #469.

Schechter Investment Advisors first reported a position in QUAL in Q1 2022 and has held it in 12 quarters since. The position peaked at $323K in Q3 2024. 1,468 funds tracked by Wall St. Rank hold QUAL as of Q1 2025.

Schechter Investment Advisors held 1,804 shares of iShares MSCI USA Quality Factor ETF worth $308K as of Q1 2025.
Schechter Investment Advisors left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2025.
iShares MSCI USA Quality Factor ETF made up 0.03% of Schechter Investment Advisors's portfolio in Q1 2025, its #469 holding.
Schechter Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2022 and has held it in 12 quarters since.
Schechter Investment Advisors's iShares MSCI USA Quality Factor ETF position peaked at $323K in Q3 2024.
1,468 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.