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Wealthspire Advisors (Maryland)’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Wealthspire Advisors (Maryland)’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
2019
Q2 		– Sell
-197
Closed -$17K – 1644
2019
Q1 		$17K Buy
+197
New +$16.6K ﹤0.01% 1346
2017
Q2 		– Sell
-495
Closed -$36K – 2257
2017
Q1 		$36K Buy
+495
New +$35.5K 0.01% 901

Other funds holding QUAL

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s QUAL Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2019, closing a stake of 197 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in QUAL in Q1 2017 and held it in 2 quarters. The position peaked at $36K in Q1 2017. 352 funds tracked by Wall St. Rank hold QUAL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 197 iShares MSCI USA Quality Factor ETF shares in Q2 2019, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s iShares MSCI USA Quality Factor ETF position peaked at $36K in Q1 2017.
  • 352 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.