QUAL ISHARES EDGE MSCI USA QUALITY FACTOR ETF

Ownership history in Parallel Advisors, LLC  ·  36 quarters on record

This page tracks every 13F SEC filing in which Parallel Advisors, LLC reported a position in ISHARES EDGE MSCI USA QUALITY FACTOR ETF (QUAL). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.93% (2020 Q1)
Avg. % of fund
0.78%
First filed
2016 Q4
Last filed
2025 Q4
Quarters held
36
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 163,901 -4,458 -2.6% 0.60% $32.6M $198.20
2025 Q3 REDUCED 168,359 -20,203 -10.7% 0.60% $32.7M $193.49
2025 Q2 REDUCED 188,562 -7,444 -3.8% 0.69% $34.5M $181.43
2025 Q1 REDUCED 196,006 -6,554 -3.2% 0.76% $33.5M $169.22
2024 Q4 REDUCED 202,560 -5,701 -2.7% 0.81% $36.1M $175.94
2024 Q3 REDUCED 208,261 -12,507 -5.7% 0.88% $37.3M $176.62
2024 Q2 REDUCED 220,768 -317,121 -59.0% 0.97% $37.7M $167.69
2024 Q1 ADDED 537,889 +6,743 +1.3% 2.40% $88.4M $161.07
2023 Q4 REDUCED 531,146 -103,305 -16.3% 2.32% $78.2M $143.88
2023 Q3 ADDED 634,451 +20,705 +3.4% 2.79% $83.6M $128.39
26 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    QUAL price (monthly, adj. close)
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