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

Sumitomo Mitsui 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
2022 Q3	–	Sell	-200	Closed	-$22K	–	206
2022 Q2	$22K	Hold	200	–	–	﹤0.01%	191
2022 Q1	$27K	Hold	200	–	–	﹤0.01%	186
2021 Q4	$29K	Sell	200 -318	-61%	-$44.9K	﹤0.01%	179
2021 Q3	$68K	Sell	518 -19	-4%	-$2.61K	﹤0.01%	166
2021 Q2	$71K	Sell	537 -1,760	-77%	-$226K	﹤0.01%	144
2021 Q1	$280K	Buy	2,297 +586	+34%	+$69.2K	0.01%	139
2020 Q4	$199K	Buy	1,711 +198	+13%	+$21.8K	﹤0.01%	126
2020 Q3	$157K	Buy	1,513 +1,069	+241%	+$109K	0.01%	126
2020 Q2	$43K	Buy	+444	New	+$40.8K	﹤0.01%	131

Other funds holding QUAL

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Sumitomo Mitsui Financial Group's QUAL Position: Q3 2022 in Review

Sumitomo Mitsui Financial Group sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2022, closing a stake of 200 shares — an estimated $22K sold.

Sumitomo Mitsui Financial Group first reported a position in QUAL in Q2 2020 and held it in 9 quarters. The position peaked at $280K in Q1 2021. 805 funds tracked by Wall St. Rank hold QUAL as of Q3 2022.

Sumitomo Mitsui Financial Group reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2022 after selling out during the quarter.
Sumitomo Mitsui Financial Group sold 200 iShares MSCI USA Quality Factor ETF shares in Q3 2022, an estimated $22K.
Sumitomo Mitsui Financial Group first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2020 and held it in 9 quarters.
Sumitomo Mitsui Financial Group's iShares MSCI USA Quality Factor ETF position peaked at $280K in Q1 2021.
805 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2022.

Based on Sumitomo Mitsui Financial Group's 13F filing for Q3 2022, filed 8 Nov 2022.