360 Financial’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

360 Financial’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	$21.1M	Buy	109,815 +67	+0.1%	+$13.4K	6.35%	3
2025 Q4	$21.8M	Buy	109,748 +9,914	+10%	+$1.95M	6.59%	3
2025 Q3	$19.4M	Buy	99,834 +12,027	+14%	+$2.26M	6.25%	3
2025 Q2	$16.1M	Buy	87,807 +4,397	+5%	+$759K	5.07%	4
2025 Q1	$14.3M	Buy	83,410 +17,773	+27%	+$3.18M	5.16%	5
2024 Q4	$11.7M	Buy	65,637 +24,714	+60%	+$4.49M	4.23%	10
2024 Q3	$7.34M	Buy	40,923 +3,804	+10%	+$660K	2.71%	11
2024 Q2	$6.34M	Buy	37,119 +33,223	+853%	+$5.46M	2.4%	12
2024 Q1	$640K	Buy	+3,896	New	+$609K	0.25%	37

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

360 Financial's QUAL Position: Q1 2026 in Review

360 Financial increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.06% in Q1 2026, buying an estimated $13.4K and bringing the position to 109,815 shares worth $21.1M. The position accounts for 6.35% of the portfolio, ranked #3.

360 Financial first reported a position in QUAL in Q1 2024 and has held it in 9 quarters since. The position peaked at $21.8M in Q4 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

360 Financial held 109,815 shares of iShares MSCI USA Quality Factor ETF worth $21.1M as of Q1 2026.
360 Financial bought 67 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $13.4K.
iShares MSCI USA Quality Factor ETF made up 6.35% of 360 Financial's portfolio in Q1 2026, its #3 holding.
360 Financial first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 9 quarters since.
360 Financial's iShares MSCI USA Quality Factor ETF position peaked at $21.8M in Q4 2025.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on 360 Financial's 13F filing for Q1 2026, filed 7 May 2026.