SWM
QUAL icon

SVA Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

SVA Wealth Management’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
Q4 		$870K Hold
7,485
– – 0.08% 133
2020
Q3 		$776K Buy
7,485
+328
+5% +$33.6K 0.08% 128
2020
Q2 		$686K Buy
7,157
+214
+3% +$19.6K 0.07% 134
2020
Q1 		$563K Buy
+6,943
New +$663K 0.06% 140

Other funds holding QUAL

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

SVA Wealth Management's QUAL Position: Q4 2020 in Review

SVA Wealth Management held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q4 2020 at 7,485 shares worth $870K. The position accounts for 0.08% of the portfolio, ranked #133.

SVA Wealth Management first reported a position in QUAL in Q1 2020 and has held it in 4 quarters since. 708 funds tracked by Wall St. Rank hold QUAL as of Q4 2020.

  • SVA Wealth Management held 7,485 shares of iShares MSCI USA Quality Factor ETF worth $870K as of Q4 2020.
  • SVA Wealth Management left its iShares MSCI USA Quality Factor ETF share count unchanged in Q4 2020.
  • iShares MSCI USA Quality Factor ETF made up 0.08% of SVA Wealth Management's portfolio in Q4 2020, its #133 holding.
  • SVA Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2020 and has held it in 4 quarters since.
  • 708 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2020.

Based on SVA Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.