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Wealthcare Capital Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Wealthcare Capital 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
2020
Q1 		– Sell
-228
Closed -$23K – 548
2019
Q4 		$23K Hold
228
– – ﹤0.01% 147
2019
Q3 		$21K Buy
+228
New +$21K ﹤0.01% 133

Other funds holding QUAL

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthcare Capital Management's QUAL Position: Q1 2020 in Review

Wealthcare Capital Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2020, closing a stake of 228 shares — an estimated $23K sold.

Wealthcare Capital Management first reported a position in QUAL in Q3 2019 and held it in 2 quarters. The position peaked at $23K in Q4 2019. 548 funds tracked by Wall St. Rank hold QUAL as of Q1 2020.

  • Wealthcare Capital Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 228 iShares MSCI USA Quality Factor ETF shares in Q1 2020, an estimated $23K.
  • Wealthcare Capital Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2019 and held it in 2 quarters.
  • Wealthcare Capital Management's iShares MSCI USA Quality Factor ETF position peaked at $23K in Q4 2019.
  • 548 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.