YDMI
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Y.D. More Investments’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Y.D. More Investments’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
2026
Q1 		$5.89K Hold
32
– – ﹤0.01% 392
2025
Q4 		$6.36K Hold
32
– – ﹤0.01% 383
2025
Q3 		$6.16K Sell
32
-32
-50% -$6K ﹤0.01% 385
2025
Q2 		$11.6K Buy
64
+32
+100% +$5.52K ﹤0.01% 374
2025
Q1 		$5.42K Hold
32
– – ﹤0.01% 407
2024
Q4 		$5.66K Hold
32
– – ﹤0.01% 392
2024
Q3 		$5.68K Hold
32
– – ﹤0.01% 379
2024
Q2 		$5.42K Hold
32
– – ﹤0.01% 386
2024
Q1 		$5.21K Hold
32
– – ﹤0.01% 325
2023
Q4 		$4.66K Buy
+32
New +$4.43K ﹤0.01% 336
2023
Q1 		– Sell
-400
Closed -$45.8K – 413
2022
Q4 		$45.8K Buy
+400
New +$45.4K 0.01% 256

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.5B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return