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

Abound 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 		$238K Buy
1,086
+688
+173% +$144K 0.05% 90
2026
Q1 		$76.2K Buy
398
+18
+5% +$3.61K 0.02% 183
2025
Q4 		$75.5K Buy
380
+164
+76% +$32.2K 0.02% 171
2025
Q3 		$41.9K Buy
216
+1
+0.5% +$188 0.01% 234
2025
Q2 		$39.4K Sell
215
-402
-65% -$69.4K 0.01% 235
2025
Q1 		$105K Buy
617
+392
+174% +$70.2K 0.04% 107
2024
Q4 		$40.1K Buy
225
+2
+0.9% +$363 0.01% 200
2024
Q3 		$40K Hold
223
– – 0.01% 205
2024
Q2 		$38.1K Sell
223
-15
-6% -$2.46K 0.01% 181
2024
Q1 		$39.1K Sell
238
-34
-13% -$5.31K 0.01% 171
2023
Q4 		$40K Buy
272
+31
+13% +$4.29K 0.02% 172
2023
Q3 		$31.8K Buy
+241
New +$32.9K 0.01% 171
2023
Q2 		– Sell
-71
Closed -$8.84K – 1219
2023
Q1 		$8.84K Buy
71
+58
+446% +$6.96K ﹤0.01% 303
2022
Q4 		$1.48K Sell
13
-595
-98% -$67.5K ﹤0.01% 576
2022
Q3 		$63.2K Hold
608
– – 0.03% 95
2022
Q2 		$67.9K Sell
608
-98
-14% -$12K 0.04% 58
2022
Q1 		$95.1K Buy
706
+111
+19% +$14.7K 0.07% 54
2021
Q4 		$86.6K Buy
+595
New +$84.1K 0.07% 54

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Abound Wealth Management's QUAL Position: Q2 2026 in Review

Abound Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 173% in Q2 2026, buying an estimated $144K and bringing the position to 1,086 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #90.

Abound Wealth Management first reported a position in QUAL in Q4 2021 and has held it in 18 quarters since. 1,635 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Abound Wealth Management held 1,086 shares of iShares MSCI USA Quality Factor ETF worth $238K as of Q2 2026.
  • Abound Wealth Management bought 688 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $144K.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of Abound Wealth Management's portfolio in Q2 2026, its #90 holding.
  • Abound Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,635 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.