QUAL β€” ISHARES MSCI USA QLTY FACT ETF

Ownership history in 10Elms LLP  Β·  5 quarters on record

AI Ownership Summary

10Elms LLP reported ISHARES MSCI USA QLTY FACT ETF (QUAL) in 5 quarterly 13F filings from 2024 Q4 through 2025 Q4. Peak portfolio weight reached 3.42% in 2024 Q4. The latest visible filing shows QUAL at 2.42% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this QUAL ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 10Elms LLP's position in ISHARES MSCI USA QLTY FACT ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

QUAL was reported at 2.42% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.42% in 2024 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 10Elms LLP held QUAL β€” position size vs. price
% of Fund (quarterly)    QUAL price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 5 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 13,308 -1,346 -9.2% 2.42% $2.6M 2026-02-14 (Est.) $201.32
2025 Q3 REDUCED 14,654 -745 -4.8% 2.56% $2.9M 2025-11-12 $195.99
2025 Q2 REDUCED 15,399 -3,026 -16.4% 2.68% $2.8M 2025-08-14 $187.17
2025 Q1 REDUCED 18,425 -192 -1.0% 3.17% $3.1M 2025-05-13 $174.92
2024 Q4 INITIATED 18,617 β€” β€” 3.42% $3.3M 2025-02-18 $183.35

FAQ About 10Elms LLP and QUAL

These are the practical questions this page is built to answer before you even open the full history table.

How long has 10Elms LLP reported owning QUAL?

10Elms LLP reported QUAL across 5 quarterly 13F filings, from 2024 Q4 through 2025 Q4.

What was the largest reported QUAL position in 10Elms LLP's portfolio?

The largest reported portfolio weight for QUAL was 3.42% in 2024 Q4.

What is the latest reported QUAL position on this page?

The most recent filing on this page is 2025 Q4, when 10Elms LLP reported 13,308 shares, equal to 2.42% of portfolio, with an estimated market value of $2.6M.

What does the chart on this QUAL ownership page compare?

The chart compares 10Elms LLP's quarterly QUAL portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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