180 Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

180 Wealth Advisors’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 Q1	–	Sell	-1,191	Closed	-$236K	–	490
2025 Q4	$236K	Buy	1,191 +100	+9%	+$19.6K	0.03%	412
2025 Q3	$212K	Sell	1,091 -11	-1%	-$2.06K	0.03%	422
2025 Q2	$201K	Sell	1,102 -152	-12%	-$26.2K	0.03%	398
2025 Q1	$215K	Buy	1,254 +17	+1%	+$3.04K	0.03%	363
2024 Q4	$220K	Sell	1,237 -7	-0.6%	-$1.27K	0.03%	370
2024 Q3	$223K	Buy	1,244 +7	+0.6%	+$1.21K	0.04%	384
2024 Q2	$214K	Sell	1,237 -173	-12%	-$28.4K	0.03%	391
2024 Q1	$232K	Buy	+1,410	New	+$220K	0.04%	345

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

180 Wealth Advisors's QUAL Position: Q1 2026 in Review

180 Wealth Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 1,191 shares — an estimated $236K sold.

180 Wealth Advisors first reported a position in QUAL in Q1 2024 and held it in 8 quarters. The position peaked at $236K in Q4 2025. 1,649 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

180 Wealth Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
180 Wealth Advisors sold 1,191 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $236K.
180 Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and held it in 8 quarters.
180 Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $236K in Q4 2025.
1,649 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on 180 Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.