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

Signify Wealth’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
Q4 		$4.25M Buy
23,859
+1,684
+8% +$306K 4.8% 10
2024
Q3 		$3.98M Buy
22,175
+2,320
+12% +$402K 4.87% 10
2024
Q2 		$3.39M Sell
19,855
-90
-0.5% -$14.8K 4.88% 8
2024
Q1 		$3.28M Buy
19,945
+2,255
+13% +$352K 5.44% 8
2023
Q4 		$2.6M Buy
17,690
+6,041
+52% +$836K 3.93% 12
2023
Q3 		$1.54M Buy
+11,649
New +$1.59M 2.06% 19

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Signify Wealth's QUAL Position: Q4 2024 in Review

Signify Wealth increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 7.6% in Q4 2024, buying an estimated $306K and bringing the position to 23,859 shares worth $4.25M. The position accounts for 4.8% of the portfolio, ranked #10.

Signify Wealth first reported a position in QUAL in Q3 2023 and has held it in 6 quarters since. 1,487 funds tracked by Wall St. Rank hold QUAL as of Q4 2024.

  • Signify Wealth held 23,859 shares of iShares MSCI USA Quality Factor ETF worth $4.25M as of Q4 2024.
  • Signify Wealth bought 1,684 iShares MSCI USA Quality Factor ETF shares in Q4 2024, an estimated $306K.
  • iShares MSCI USA Quality Factor ETF made up 4.8% of Signify Wealth's portfolio in Q4 2024, its #10 holding.
  • Signify Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2023 and has held it in 6 quarters since.
  • 1,487 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2024.

Based on Signify Wealth's 13F filing for Q4 2024, filed 6 Feb 2025.