XF
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XML Financial’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

XML Financial’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
-7,614
Closed -$769K – 192
2019
Q4 		$769K Buy
+7,614
New +$733K 0.28% 76

Other funds holding QUAL

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

XML Financial's QUAL Position: Q1 2020 in Review

XML Financial sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2020, closing a stake of 7,614 shares — an estimated $769K sold.

XML Financial first reported a position in QUAL in Q4 2019 and held it in 1 quarter. The position peaked at $769K in Q4 2019. 547 funds tracked by Wall St. Rank hold QUAL as of Q1 2020.

  • XML Financial reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2020 after selling out during the quarter.
  • XML Financial sold 7,614 iShares MSCI USA Quality Factor ETF shares in Q1 2020, an estimated $769K.
  • XML Financial first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and held it in 1 quarter.
  • XML Financial's iShares MSCI USA Quality Factor ETF position peaked at $769K in Q4 2019.
  • 547 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2020.

Based on XML Financial's 13F filing for Q1 2020, filed 8 May 2020.