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Summit Financial Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Summit Financial Wealth 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
2020
Q1 		– Sell
-6,437
Closed -$653K – 138
2019
Q4 		$653K Sell
6,437
-31
-0.5% -$2.99K 0.16% 76
2019
Q3 		$599K Buy
6,468
+172
+3% +$15.8K 0.15% 89
2019
Q2 		$576K Buy
+6,296
New +$567K 0.14% 98

Other funds holding QUAL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Summit Financial Wealth Advisors's QUAL Position: Q1 2020 in Review

Summit Financial Wealth Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2020, closing a stake of 6,437 shares — an estimated $653K sold.

Summit Financial Wealth Advisors first reported a position in QUAL in Q2 2019 and held it in 3 quarters. The position peaked at $653K in Q4 2019. 548 funds tracked by Wall St. Rank hold QUAL as of Q1 2020.

  • Summit Financial Wealth Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 6,437 iShares MSCI USA Quality Factor ETF shares in Q1 2020, an estimated $653K.
  • Summit Financial Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2019 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $653K in Q4 2019.
  • 548 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2020.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.