Ken Fisher's QUAL Position Overview
Ken Fisher (via Fisher Asset Management, LLC) currently holds 3,127 shares of iShares MSCI USA Quality Factor ETF (QUAL) worth $608,362, representing 0.00% of the portfolio. First purchased in 2020-Q2, this long-term strategic position has been held for 22 quarters.
Based on 13F filings, Ken Fisher has maintained a strategic position in QUAL, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2025, adding 3,079 shares. Largest reduction occurred in Q4 2020, reducing 1,634 shares.
Analysis based on 13F filings available since 2013 Q2
Ken Fisher'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 Ken Fisher
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2020 | +2,789 | New Buy | 2,789 | $96.09 |
| Q3 2020 | +762 | Add 27.32% | 3,551 | $103.63 |
| Q4 2020 | -1,634 | Reduce 46.02% | 1,917 | $116.33 |
| Q1 2021 | +1,018 | Add 53.10% | 2,935 | $121.98 |
| Q2 2021 | -2,935 | Sold Out | 2,935 | $121.98 |
| Q3 2021 | +1,531 | New Buy | 1,531 | $131.94 |
| Q4 2021 | +788 | Add 51.47% | 2,319 | $145.75 |
| Q1 2022 | -2,319 | Sold Out | 2,319 | $145.75 |
| Q1 2023 | +3,865 | New Buy | 3,865 | $124.08 |
| Q2 2023 | -1,251 | Reduce 32.37% | 2,614 | $134.90 |
| Q3 2023 | +2,464 | Add 94.26% | 5,078 | $131.81 |
| Q4 2023 | -339 | Reduce 6.68% | 4,739 | $147.16 |
| Q1 2024 | -1,466 | Reduce 30.93% | 3,273 | $164.37 |
| Q2 2024 | -1,334 | Reduce 40.76% | 1,939 | $170.77 |
| Q3 2024 | -23 | Reduce 1.19% | 1,916 | $179.34 |
| Q4 2024 | +31 | Add 1.62% | 1,947 | $178.13 |
| Q1 2025 | +3,079 | Add 158.14% | 5,026 | $170.91 |
| Q2 2025 | -911 | Reduce 18.13% | 4,115 | $182.86 |
| Q3 2025 | -988 | Reduce 24.01% | 3,127 | $194.55 |
Ken Fisher's iShares MSCI USA Quality Factor ETF Investment FAQs
Ken Fisher first purchased iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2020, acquiring 2,789 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Ken Fisher has held iShares MSCI USA Quality Factor ETF (QUAL) for 22 quarters since Q2 2020.
Ken Fisher's largest addition to iShares MSCI USA Quality Factor ETF (QUAL) was in Q1 2023, adding 3,865 shares worth $479,584.
According to the latest 13F filing for Q3 2025, Ken Fisher's firm, Fisher Asset Management, LLC, owns 3,127 shares of iShares MSCI USA Quality Factor ETF (QUAL), valued at approximately $608,362.
As of the Q3 2025 filing, iShares MSCI USA Quality Factor ETF (QUAL) represents approximately 0.00% of Ken Fisher's publicly disclosed stock portfolio, making it one of their key holdings.
Ken Fisher's peak holding in iShares MSCI USA Quality Factor ETF (QUAL) was 5,078 shares, as reported at the end of Q3 2023.