United Bank (Virginia)’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

United Bank (Virginia)’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
2021 Q1	–	Sell	-2,366	Closed	-$275K	–	180
2020 Q4	$275K	Sell	2,366 -3,047	-56%	-$335K	0.04%	142
2020 Q3	$562K	Sell	5,413 -15,113	-74%	-$1.55M	0.1%	91
2020 Q2	$1.97M	Sell	20,526 -7,606	-27%	-$698K	0.36%	45
2020 Q1	$2.28M	Sell	28,132 -6,386	-19%	-$610K	0.49%	40
2019 Q4	$3.49M	Buy	34,518 +1,136	+3%	+$109K	0.6%	37
2019 Q3	$3.08M	Buy	33,382 +174	+0.5%	+$16K	0.56%	37
2019 Q2	$3.04M	Buy	33,208 +13,572	+69%	+$1.22M	0.51%	40
2019 Q1	$1.74M	Sell	19,636 -19,411	-50%	-$1.63M	0.31%	52
2018 Q4	$3M	Buy	39,047 +19,307	+98%	+$1.6M	0.62%	34
2018 Q3	$1.78M	Buy	19,740 +2,709	+16%	+$238K	0.38%	43
2018 Q2	$1.42M	Buy	17,031 +10,331	+154%	+$864K	0.33%	43
2018 Q1	$554K	Buy	+6,700	New	+$568K	0.13%	70

Other funds holding QUAL

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

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

LPL Financial San Diego, California $445B AUM 25.58% 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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

United Bank (Virginia)'s QUAL Position: Q1 2021 in Review

United Bank (Virginia) sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2021, closing a stake of 2,366 shares — an estimated $275K sold.

United Bank (Virginia) first reported a position in QUAL in Q1 2018 and held it in 12 quarters. The position peaked at $3.49M in Q4 2019. 688 funds tracked by Wall St. Rank hold QUAL as of Q1 2021.

United Bank (Virginia) reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2021 after selling out during the quarter.
United Bank (Virginia) sold 2,366 iShares MSCI USA Quality Factor ETF shares in Q1 2021, an estimated $275K.
United Bank (Virginia) first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2018 and held it in 12 quarters.
United Bank (Virginia)'s iShares MSCI USA Quality Factor ETF position peaked at $3.49M in Q4 2019.
688 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2021.

Based on United Bank (Virginia)'s 13F filing for Q1 2021, filed 23 Apr 2021.