Wolverine Trading
QUAL icon

Wolverine Trading’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Wolverine Trading’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 		– Sell
-2,100
Closed -$375K – 5614
2024
Q4 		$375K Buy
+2,100
New +$381K ﹤0.01% 3755
2023
Q2 		– Sell
-3,400
Closed -$416K – 4809
2023
Q1 		$416K Buy
+3,400
New +$408K ﹤0.01% 2684
2020
Q2 		– Sell
-4,000
Closed -$330K – 5113
2020
Q1 		$330K Buy
+4,000
New +$382K ﹤0.01% 3117

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

Wolverine Trading's QUAL Position: Q3 2024 in Review

Wolverine Trading sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2024, closing a stake of 4,956 shares — an estimated $846K sold.

Wolverine Trading first reported a position in QUAL in Q4 2020 and held it in 9 quarters. The position peaked at $7.03M in Q3 2022. 1,369 funds tracked by Wall St. Rank hold QUAL as of Q3 2024.

  • Wolverine Trading reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2024 after selling out during the quarter.
  • Wolverine Trading sold 4,956 iShares MSCI USA Quality Factor ETF shares in Q3 2024, an estimated $846K.
  • Wolverine Trading first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and held it in 9 quarters.
  • Wolverine Trading's iShares MSCI USA Quality Factor ETF position peaked at $7.03M in Q3 2022.
  • 1,369 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2024.

Based on Wolverine Trading's 13F filing for Q3 2024, filed 14 Nov 2024.