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

SpiderRock 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 		$2.85M Buy
15,893
+1,868
+13% +$324K 0.05% 245
2024
Q2 		$2.39M Sell
14,025
-1,133
-7% -$186K 0.05% 250
2024
Q1 		$2.46M Buy
+15,158
New +$2.37M 0.06% 224

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

SpiderRock Advisors's QUAL Position: Q3 2024 in Review

SpiderRock Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 13% in Q3 2024, buying an estimated $324K and bringing the position to 15,893 shares worth $2.85M. The position accounts for 0.05% of the portfolio, ranked #245.

SpiderRock Advisors first reported a position in QUAL in Q1 2024 and has held it in 3 quarters since. 1,369 funds tracked by Wall St. Rank hold QUAL as of Q3 2024.

  • SpiderRock Advisors held 15,893 shares of iShares MSCI USA Quality Factor ETF worth $2.85M as of Q3 2024.
  • SpiderRock Advisors bought 1,868 iShares MSCI USA Quality Factor ETF shares in Q3 2024, an estimated $324K.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of SpiderRock Advisors's portfolio in Q3 2024, its #245 holding.
  • SpiderRock Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 3 quarters since.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2024.

Based on SpiderRock Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.