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Bellars Harris Wealth Management, LLC’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bellars Harris Wealth Management, LLC’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 		$1.25M Buy
+5,711
New +$1.2M 0.26% 69

Other funds holding QUAL

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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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bellars Harris Wealth Management, LLC's QUAL Position: Q2 2026 in Review

Bellars Harris Wealth Management, LLC opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 5,711 shares worth $1.25M. The stake represents 0.26% of the portfolio and ranks #69 among its holdings.

1,120 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Bellars Harris Wealth Management, LLC held 5,711 shares of iShares MSCI USA Quality Factor ETF worth $1.25M as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Bellars Harris Wealth Management, LLC position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.26% of Bellars Harris Wealth Management, LLC's portfolio in Q2 2026, its #69 holding.
  • 1,120 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Bellars Harris Wealth Management, LLC's 13F filing for Q2 2026, filed 6 Aug 2026.