Tallon Kerry Patrick’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Tallon Kerry Patrick’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
2024 Q4	$334K	Buy	+1,883	New	+$342K	0.32%	57

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Tallon Kerry Patrick's QUAL Position: Q4 2024 in Review

Tallon Kerry Patrick opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2024: 1,883 shares worth $334K. The stake represents 0.32% of the portfolio and ranks #57 among its holdings.

1,490 funds tracked by Wall St. Rank hold QUAL as of Q4 2024.

Tallon Kerry Patrick held 1,883 shares of iShares MSCI USA Quality Factor ETF worth $334K as of Q4 2024.
iShares MSCI USA Quality Factor ETF was a new Tallon Kerry Patrick position in Q4 2024.
iShares MSCI USA Quality Factor ETF made up 0.32% of Tallon Kerry Patrick's portfolio in Q4 2024, its #57 holding.
1,490 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2024.

Based on Tallon Kerry Patrick's 13F filing for Q4 2024, filed 15 Jan 2025.