4J Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

4J Wealth Management’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	$568K	Sell	2,588 -750	-22%	-$157K	0.28%	58
2026 Q1	$640K	Sell	3,338 -269	-7%	-$53.9K	0.36%	49
2025 Q4	$716K	Hold	3,607	–	–	0.41%	44
2025 Q3	$702K	Sell	3,607 -200	-5%	-$37.5K	0.41%	44
2025 Q2	$696K	Sell	3,807 -51	-1%	-$8.8K	0.47%	41
2025 Q1	$659K	Sell	3,858 -50	-1%	-$8.95K	0.52%	38
2024 Q4	$696K	Sell	3,908 -244	-6%	-$44.3K	0.56%	34
2024 Q3	$744K	Sell	4,152 -55	-1%	-$9.54K	0.58%	34
2024 Q2	$718K	Sell	4,207 -50	-1%	-$8.21K	0.59%	33
2024 Q1	$700K	Hold	4,257	–	–	0.6%	36
2023 Q4	$626K	Sell	4,257 -184	-4%	-$25.5K	0.57%	37
2023 Q3	$585K	Sell	4,441 -265	-6%	-$36.2K	0.58%	40
2023 Q2	$635K	Hold	4,706	–	–	0.62%	37
2023 Q1	$584K	Hold	4,706	–	–	0.63%	37
2022 Q4	$536K	Sell	4,706 -360	-7%	-$40.8K	0.62%	35
2022 Q3	$527K	Sell	5,066 -147	-3%	-$17.2K	0.67%	32
2022 Q2	$582K	Sell	5,213 -283	-5%	-$34.5K	0.73%	33
2022 Q1	$740K	Hold	5,496	–	–	0.65%	35
2021 Q4	$800K	Sell	5,496 -650	-11%	-$91.9K	0.67%	35
2021 Q3	$810K	Hold	6,146	–	–	0.7%	37
2021 Q2	$817K	Sell	6,146 -645	-9%	-$82.7K	0.71%	36
2021 Q1	$827K	Sell	6,791 -688	-9%	-$81.3K	0.77%	35
2020 Q4	$869K	Buy	+7,479	New	+$823K	0.84%	32

Other funds holding QUAL

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

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

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

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

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

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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

4J Wealth Management's QUAL Position: Q2 2026 in Review

4J Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 22% in Q2 2026, selling an estimated $157K and leaving 2,588 shares worth $568K. The position accounts for 0.28% of the portfolio, ranked #58.

4J Wealth Management first reported a position in QUAL in Q4 2020 and has held it in 23 quarters since. The position peaked at $869K in Q4 2020. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

4J Wealth Management held 2,588 shares of iShares MSCI USA Quality Factor ETF worth $568K as of Q2 2026.
4J Wealth Management sold 750 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $157K.
iShares MSCI USA Quality Factor ETF made up 0.28% of 4J Wealth Management's portfolio in Q2 2026, its #58 holding.
4J Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 23 quarters since.
4J Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $869K in Q4 2020.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on 4J Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.