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10Elms LLP’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

10Elms LLP’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
Q2 		$6.69M Buy
30,491
+11,577
+61% +$2.43M 2.83% 7
2026
Q1 		$3.47M Buy
18,914
+5,606
+42% +$1.12M 2.19% 9
2025
Q4 		$2.64M Sell
13,308
-1,346
-9% -$264K 2.42% 9
2025
Q3 		$2.85M Sell
14,654
-745
-5% -$140K 2.56% 9
2025
Q2 		$2.82M Sell
15,399
-3,026
-16% -$522K 2.68% 7
2025
Q1 		$3.15M Sell
18,425
-192
-1% -$34.4K 3.17% 5
2024
Q4 		$3.32M Buy
+18,617
New +$3.38M 3.43% 4

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

10Elms LLP's QUAL Position: Q2 2026 in Review

10Elms LLP increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 61% in Q2 2026, buying an estimated $2.43M and bringing the position to 30,491 shares worth $6.69M. The position accounts for 2.83% of the portfolio, ranked #7.

10Elms LLP first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • 10Elms LLP held 30,491 shares of iShares MSCI USA Quality Factor ETF worth $6.69M as of Q2 2026.
  • 10Elms LLP bought 11,577 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $2.43M.
  • iShares MSCI USA Quality Factor ETF made up 2.83% of 10Elms LLP's portfolio in Q2 2026, its #7 holding.
  • 10Elms LLP first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on 10Elms LLP's 13F filing for Q2 2026, filed 14 Aug 2026.