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

Wipfli 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
2022 Q3	$1.17M	Buy	11,299 +3,471	+44%	+$406K	0.08%	101
2022 Q2	$875K	Sell	7,828 -66	-0.8%	-$8.05K	0.1%	41
2022 Q1	$1.06M	Buy	7,894 +3,220	+69%	+$428K	0.11%	39
2021 Q4	$680K	Hold	4,674	–	–	0.08%	26
2021 Q3	$616K	Hold	4,674	–	–	0.08%	27
2021 Q2	$621K	Hold	4,674	–	–	0.09%	25
2021 Q1	$569K	Hold	4,674	–	–	0.31%	18
2020 Q4	$543K	Buy	+4,674	New	+$515K	0.32%	19

Other funds holding QUAL

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

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

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

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

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

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

Wipfli Financial Advisors's QUAL Position: Q3 2022 in Review

Wipfli Financial Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 44% in Q3 2022, buying an estimated $406K and bringing the position to 11,299 shares worth $1.17M. The position accounts for 0.08% of the portfolio, ranked #101.

Wipfli Financial Advisors first reported a position in QUAL in Q4 2020 and has held it in 8 quarters since. 805 funds tracked by Wall St. Rank hold QUAL as of Q3 2022.

Wipfli Financial Advisors held 11,299 shares of iShares MSCI USA Quality Factor ETF worth $1.17M as of Q3 2022.
Wipfli Financial Advisors bought 3,471 iShares MSCI USA Quality Factor ETF shares in Q3 2022, an estimated $406K.
iShares MSCI USA Quality Factor ETF made up 0.08% of Wipfli Financial Advisors's portfolio in Q3 2022, its #101 holding.
Wipfli Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 8 quarters since.
805 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2022.

Based on Wipfli Financial Advisors's 13F filing for Q3 2022, filed 26 Oct 2022.