Abich Financial Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Abich Financial 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
2025 Q3	$6.22K	Buy	+32	New	+$6K	﹤0.01%	496
2024 Q3	$6.81K	Buy	+38	New	+$6.59K	0.02%	232

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Abich Financial Wealth Management's QUAL Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2025: 32 shares worth $6.22K. The stake represents ﹤0.01% of the portfolio and ranks #496 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in QUAL as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in QUAL in Q3 2024 and has held it in 2 quarters since. The position peaked at $6.81K in Q3 2024. 1,514 funds tracked by Wall St. Rank hold QUAL as of Q3 2025.

Abich Financial Wealth Management held 32 shares of iShares MSCI USA Quality Factor ETF worth $6.22K as of Q3 2025.
iShares MSCI USA Quality Factor ETF was a new Abich Financial Wealth Management position in Q3 2025.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Abich Financial Wealth Management's portfolio in Q3 2025, its #496 holding.
Abich Financial Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and has held it in 2 quarters since.
Abich Financial Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $6.81K in Q3 2024.
1,514 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.