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Unique Wealth Strategies’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Unique Wealth Strategies’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
Q3 		– Sell
-223
Closed -$36.6K – 563
2024
Q2 		$36.6K Buy
+223
New +$36.6K 0.02% 244

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Unique Wealth Strategies's QUAL Position: Q3 2024 in Review

Unique Wealth Strategies sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2024, closing a stake of 223 shares — an estimated $36.6K sold.

Unique Wealth Strategies first reported a position in QUAL in Q2 2024 and held it in 1 quarter. The position peaked at $36.6K in Q2 2024. 1,369 funds tracked by Wall St. Rank hold QUAL as of Q3 2024.

  • Unique Wealth Strategies reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Unique Wealth Strategies sold 223 iShares MSCI USA Quality Factor ETF shares in Q3 2024, an estimated $36.6K.
  • Unique Wealth Strategies first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and held it in 1 quarter.
  • Unique Wealth Strategies's iShares MSCI USA Quality Factor ETF position peaked at $36.6K in Q2 2024.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2024.

Based on Unique Wealth Strategies's 13F filing for Q3 2024, filed 14 Jul 2026.