Winslow Evans & Crocker’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Winslow Evans & Crocker’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 Q4	$12K	Hold	100	–	–	﹤0.01%	918
2020 Q3	$10K	Hold	100	–	–	﹤0.01%	755
2020 Q2	$10K	Hold	100	–	–	﹤0.01%	743
2020 Q1	$10K	Hold	100	–	–	﹤0.01%	713
2019 Q4	$12K	Hold	100	–	–	﹤0.01%	786
2019 Q3	$10K	Hold	100	–	–	﹤0.01%	820
2019 Q2	$10K	Hold	100	–	–	﹤0.01%	836
2019 Q1	$10K	Hold	100	–	–	﹤0.01%	829
2018 Q4	$8K	Hold	100	–	–	﹤0.01%	829
2018 Q3	$10K	Hold	100	–	–	﹤0.01%	801
2018 Q2	$10K	Hold	100	–	–	﹤0.01%	805
2018 Q1	$8.27K	Hold	100	–	–	﹤0.01%	825
2017 Q4	$8.29K	Hold	100	–	–	﹤0.01%	843
2017 Q3	$7.71K	Hold	100	–	–	﹤0.01%	864
2017 Q2	$7.44K	Hold	100	–	–	﹤0.01%	979
2017 Q1	$7.28K	Buy	+100	New	+$7.17K	﹤0.01%	959

Other funds holding QUAL

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

RBA

Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Winslow Evans & Crocker's QUAL Position: Q4 2020 in Review

Winslow Evans & Crocker held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q4 2020 at 100 shares worth $12K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

Winslow Evans & Crocker first reported a position in QUAL in Q1 2017 and has held it in 16 quarters since. 708 funds tracked by Wall St. Rank hold QUAL as of Q4 2020.

Winslow Evans & Crocker held 100 shares of iShares MSCI USA Quality Factor ETF worth $12K as of Q4 2020.
Winslow Evans & Crocker left its iShares MSCI USA Quality Factor ETF share count unchanged in Q4 2020.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #918 holding.
Winslow Evans & Crocker first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2017 and has held it in 16 quarters since.
708 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.