Stelac Advisory Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2023
Q4
Sell
-5,599
Closed -$738K 103
2023
Q3
$738K Hold
5,599
0.4% 49
2023
Q2
$755K Buy
+5,599
New +$712K 0.34% 53

Other funds holding QUAL

Stelac Advisory Services's QUAL Position: Q4 2023 in Review

Stelac Advisory Services sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2023, closing a stake of 5,599 shares — an estimated $738K sold.

Stelac Advisory Services first reported a position in QUAL in Q2 2023 and held it in 2 quarters. The position peaked at $755K in Q2 2023. 1,167 funds tracked by Wall St. Rank hold QUAL as of Q4 2023.

  • Stelac Advisory Services reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2023 after selling out during the quarter.
  • Stelac Advisory Services sold 5,599 iShares MSCI USA Quality Factor ETF shares in Q4 2023, an estimated $738K.
  • Stelac Advisory Services first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and held it in 2 quarters.
  • Stelac Advisory Services's iShares MSCI USA Quality Factor ETF position peaked at $755K in Q2 2023.
  • 1,167 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2023.

Based on Stelac Advisory Services's 13F filing for Q4 2023, filed 8 Feb 2024.