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

SkyView 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
2024
Q3 		– Sell
-1,383
Closed -$236K – 327
2024
Q2 		$236K Buy
+1,383
New +$227K 0.04% 244
2023
Q3 		– Sell
-32,293
Closed -$4.36M – 726
2023
Q2 		$4.36M Buy
32,293
+10,630
+49% +$1.35M 1.09% 14
2023
Q1 		$2.69M Buy
21,663
+169
+0.8% +$20.3K 0.63% 33
2022
Q4 		$2.45M Sell
21,494
-711
-3% -$80.6K 0.74% 24
2022
Q3 		$2.31M Buy
22,205
+27
+0.1% +$3.16K 0.67% 22
2022
Q2 		$2.48M Sell
22,178
-26,298
-54% -$3.21M 0.65% 24
2022
Q1 		$5.93M Sell
48,476
-13,005
-21% -$1.73M 1.4% 6
2021
Q4 		$8.95M Buy
61,481
+803
+1% +$113K 2.01% 3
2021
Q3 		$7.99M Buy
60,678
+3,505
+6% +$482K 2.25% 3
2021
Q2 		$6.96M Hold
57,173
– – 3.25% 4
2021
Q1 		$6.96M Buy
57,173
+2,077
+4% +$245K 3.08% 4
2020
Q4 		$6.4M Buy
+55,096
New +$6.07M 3.02% 4

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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

SkyView Investment Advisors's QUAL Position: Q3 2024 in Review

SkyView Investment Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2024, closing a stake of 1,383 shares — an estimated $236K sold.

SkyView Investment Advisors first reported a position in QUAL in Q4 2020 and held it in 12 quarters. The position peaked at $8.95M in Q4 2021. 1,369 funds tracked by Wall St. Rank hold QUAL as of Q3 2024.

  • SkyView Investment Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2024 after selling out during the quarter.
  • SkyView Investment Advisors sold 1,383 iShares MSCI USA Quality Factor ETF shares in Q3 2024, an estimated $236K.
  • SkyView Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and held it in 12 quarters.
  • SkyView Investment Advisors's iShares MSCI USA Quality Factor ETF position peaked at $8.95M in Q4 2021.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2024.

Based on SkyView Investment Advisors's 13F filing for Q3 2024, filed 21 Nov 2024.