Joel Greenblatt's QUAL Position Overview
Joel Greenblatt (via Gotham Asset Management, LLC) currently holds 13,469 shares of iShares MSCI USA Quality Factor ETF (QUAL) worth $2.62 M, representing 0.01% of the portfolio. First purchased in 2025-Q2, this recently established position has been held for 2 quarters.
Based on recent 13F filings, Joel Greenblatt has initiated a new position in QUAL, representing a fresh investment thesis on this company. Largest addition occurred in Q3 2025, adding 7,137 shares.
Analysis based on 13F filings available since 2013 Q2
Joel Greenblatt's iShares MSCI USA Quality Factor ETF (QUAL) Holding Value Over Time
Track share changes against reported price movement
Quarterly iShares MSCI USA Quality Factor ETF (QUAL) Trades by Joel Greenblatt
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2025 | +6,332 | New Buy | 6,332 | $182.82 |
| Q3 2025 | +7,137 | Add 112.71% | 13,469 | $194.50 |
Joel Greenblatt's iShares MSCI USA Quality Factor ETF Investment FAQs
Joel Greenblatt first purchased iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2025, acquiring 6,332 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Joel Greenblatt has held iShares MSCI USA Quality Factor ETF (QUAL) for 2 quarters since Q2 2025.
Joel Greenblatt's largest addition to iShares MSCI USA Quality Factor ETF (QUAL) was in Q3 2025, adding 13,469 shares worth $2.62 M.
According to the latest 13F filing for Q3 2025, Joel Greenblatt's firm, Gotham Asset Management, LLC, owns 13,469 shares of iShares MSCI USA Quality Factor ETF (QUAL), valued at approximately $2.62 M.
As of the Q3 2025 filing, iShares MSCI USA Quality Factor ETF (QUAL) represents approximately 0.01% of Joel Greenblatt's publicly disclosed stock portfolio, making it one of their key holdings.
Joel Greenblatt's peak holding in iShares MSCI USA Quality Factor ETF (QUAL) was 13,469 shares, as reported at the end of Q3 2025.