Accelerate Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Accelerate Investment Advisors’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	$646K	Sell	2,942 -3,578	-55%	-$750K	0.37%	49
2026 Q1	$1.25M	Buy	6,520 +39	+0.6%	+$7.82K	0.84%	24
2025 Q4	$1.29M	Sell	6,481 -3,066	-32%	-$602K	0.87%	23
2025 Q3	$1.86M	Sell	9,547 -1,284	-12%	-$241K	1.26%	17
2025 Q2	$1.98M	Buy	10,831 +1,213	+13%	+$209K	1.47%	15
2025 Q1	$1.64M	Buy	9,618 +2,258	+31%	+$404K	1.38%	17
2024 Q4	$1.31M	Buy	7,360 +1,248	+20%	+$227K	1.16%	18
2024 Q3	$1.1M	Buy	+6,112	New	+$1.06M	1.07%	19

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

Accelerate Investment Advisors's QUAL Position: Q2 2026 in Review

Accelerate Investment Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 55% in Q2 2026, selling an estimated $750K and leaving 2,942 shares worth $646K. The position accounts for 0.37% of the portfolio, ranked #49.

Accelerate Investment Advisors first reported a position in QUAL in Q3 2024 and has held it in 8 quarters since. The position peaked at $1.98M in Q2 2025. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Accelerate Investment Advisors held 2,942 shares of iShares MSCI USA Quality Factor ETF worth $646K as of Q2 2026.
Accelerate Investment Advisors sold 3,578 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $750K.
iShares MSCI USA Quality Factor ETF made up 0.37% of Accelerate Investment Advisors's portfolio in Q2 2026, its #49 holding.
Accelerate Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and has held it in 8 quarters since.
Accelerate Investment Advisors's iShares MSCI USA Quality Factor ETF position peaked at $1.98M in Q2 2025.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Accelerate Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.