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US Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

US Financial Advisors’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
2025
Q1 		$308K Sell
1,800
-3
-0.2% -$537 0.09% 73
2024
Q4 		$321K Hold
1,803
– – 0.1% 67
2024
Q3 		$323K Buy
1,803
+20
+1% +$3.47K 0.1% 67
2024
Q2 		$304K Sell
1,783
-18
-1% -$2.96K 0.1% 66
2024
Q1 		$296K Sell
1,801
-385
-18% -$60.1K 0.1% 62
2023
Q4 		$322K Sell
2,186
-1,000
-31% -$138K 0.12% 58
2023
Q3 		$420K Sell
3,186
-400
-11% -$54.6K 0.17% 52
2023
Q2 		$484K Sell
3,586
-470
-12% -$59.8K 0.21% 48
2023
Q1 		$503K Hold
4,056
– – 0.22% 47
2022
Q4 		$462K Sell
4,056
-352
-8% -$39.9K 0.23% 45
2022
Q3 		$458K Buy
4,408
+121
+3% +$14.2K 0.26% 35
2022
Q2 		$479K Sell
4,287
-1,073
-20% -$131K 0.27% 33
2022
Q1 		$722K Buy
+5,360
New +$712K 0.35% 28
2021
Q2 		– Sell
-5,070
Closed -$617K – 113
2021
Q1 		$617K Buy
5,070
+3,242
+177% +$383K 0.17% 70
2020
Q4 		$212K Buy
+1,828
New +$201K 0.06% 126

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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

US Financial Advisors's QUAL Position: Q1 2025 in Review

US Financial Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.17% in Q1 2025, selling an estimated $537 and leaving 1,800 shares worth $308K. The position accounts for 0.09% of the portfolio, ranked #73.

US Financial Advisors first reported a position in QUAL in Q4 2020 and has held it in 15 quarters since. The position peaked at $722K in Q1 2022. 1,468 funds tracked by Wall St. Rank hold QUAL as of Q1 2025.

  • US Financial Advisors held 1,800 shares of iShares MSCI USA Quality Factor ETF worth $308K as of Q1 2025.
  • US Financial Advisors sold 3 iShares MSCI USA Quality Factor ETF shares in Q1 2025, an estimated $537.
  • iShares MSCI USA Quality Factor ETF made up 0.09% of US Financial Advisors's portfolio in Q1 2025, its #73 holding.
  • US Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 15 quarters since.
  • US Financial Advisors's iShares MSCI USA Quality Factor ETF position peaked at $722K in Q1 2022.
  • 1,468 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2025.

Based on US Financial Advisors's 13F filing for Q1 2025, filed 8 May 2025.