Steward Financial Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Steward Financial Group’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
2023 Q3	$7K	Buy	+55	New	+$7.51K	﹤0.01%	510

Other funds holding QUAL

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

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

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

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Steward Financial Group's QUAL Position: Q3 2023 in Review

Steward Financial Group opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2023: 55 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #510 among its holdings.

1,045 funds tracked by Wall St. Rank hold QUAL as of Q3 2023.

Steward Financial Group held 55 shares of iShares MSCI USA Quality Factor ETF worth $7K as of Q3 2023.
iShares MSCI USA Quality Factor ETF was a new Steward Financial Group position in Q3 2023.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #510 holding.
1,045 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.