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

Urban 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
2022
Q2 		$8K Buy
+75
New +$9.15K 0.03% 218
2020
Q4 		$8.4M Buy
+72,302
New +$7.96M 6.99% 2

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

Urban Wealth Management's QUAL Position: Q2 2022 in Review

Urban Wealth Management opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2022: 75 shares worth $8K. The stake represents 0.03% of the portfolio and ranks #218 among its holdings. This is a return to the name: Urban Wealth Management previously reported a position in QUAL as recently as Q4 2020.

Urban Wealth Management first reported a position in QUAL in Q4 2020 and has held it in 2 quarters since. The position peaked at $8.4M in Q4 2020. 837 funds tracked by Wall St. Rank hold QUAL as of Q2 2022.

  • Urban Wealth Management held 75 shares of iShares MSCI USA Quality Factor ETF worth $8K as of Q2 2022.
  • iShares MSCI USA Quality Factor ETF was a new Urban Wealth Management position in Q2 2022.
  • iShares MSCI USA Quality Factor ETF made up 0.03% of Urban Wealth Management's portfolio in Q2 2022, its #218 holding.
  • Urban Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 2 quarters since.
  • Urban Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $8.4M in Q4 2020.
  • 837 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2022.

Based on Urban Wealth Management's 13F filing for Q2 2022, filed 22 Jul 2022.