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Ackerman Capital Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Ackerman Capital 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
Q1 		$1.41M Sell
7,327
-100
-1% -$20K 0.29% 40
2025
Q4 		$1.48M Hold
7,427
– – 0.3% 42
2025
Q3 		$1.44M Sell
7,427
-146
-2% -$27.4K 0.3% 41
2025
Q2 		$1.38M Sell
7,573
-332
-4% -$57.3K 0.32% 43
2025
Q1 		$1.35M Sell
7,905
-68
-0.9% -$12.2K 0.36% 38
2024
Q4 		$1.42M Sell
7,973
-63
-0.8% -$11.4K 0.37% 38
2024
Q3 		$1.44M Sell
8,036
-93
-1% -$16.1K 0.37% 38
2024
Q2 		$1.39M Hold
8,129
– – 0.37% 38
2024
Q1 		$1.34M Hold
8,129
– – 0.37% 40
2023
Q4 		$1.2M Hold
8,129
– – 0.34% 49
2023
Q3 		$1.07M Sell
8,129
-302
-4% -$41.2K 0.3% 45
2023
Q2 		$1.14M Sell
8,431
-213
-2% -$27.1K 0.29% 45
2023
Q1 		$1.07M Sell
8,644
-5
-0.1% -$600 0.28% 46
2022
Q4 		$986K Buy
8,649
+26
+0.3% +$2.95K 0.26% 49
2022
Q3 		$896K Sell
8,623
-1,049
-11% -$123K 0.25% 44
2022
Q2 		$1.08M Hold
9,672
– – 0.29% 47
2022
Q1 		$1.3M Sell
9,672
-24
-0.2% -$3.19K 0.31% 41
2021
Q4 		$1.41M Sell
9,696
-1,874
-16% -$265K 0.32% 40
2021
Q3 		$1.52M Buy
11,570
+86
+0.7% +$11.8K 0.35% 36
2021
Q2 		$1.53M Sell
11,484
-59,853
-84% -$7.67M 0.36% 35
2021
Q1 		$8.69M Sell
71,337
-18,397
-21% -$2.17M 2.11% 14
2020
Q4 		$10.4M Sell
89,734
-2,113
-2% -$233K 2.65% 9
2020
Q3 		$9.53M Sell
91,847
-1,036
-1% -$106K 2.65% 10
2020
Q2 		$8.91M Sell
92,883
-76,421
-45% -$7.01M 2.67% 11
2020
Q1 		$13.7M Sell
169,304
-96,358
-36% -$9.2M 5.34% 5
2019
Q4 		$26.8M Buy
265,662
+92,847
+54% +$8.94M 7.93% 2
2019
Q3 		$16M Buy
172,815
+7,366
+4% +$678K 5.51% 4
2019
Q2 		$15.1K Sell
165,449
-13,723
-8% -$1.23M 0.07% 49
2019
Q1 		$130K Buy
179,172
+3,170
+2% +$267K 0.69% 40
2018
Q4 		$13.5K Buy
+176,002
New +$14.6M 1.05% 11
2018
Q1 		$15.9M Buy
191,474
+29,795
+18% +$2.53M 6.36% 3
2017
Q4 		$12.5M Buy
+161,679
New +$13M 5.3% 3
2017
Q2 		$12.7M Buy
+171,284
New +$12.6M 5.33% 3

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ackerman Capital Advisors's QUAL Position: Q1 2026 in Review

Ackerman Capital Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.3% in Q1 2026, selling an estimated $20K and leaving 7,327 shares worth $1.41M. The position accounts for 0.29% of the portfolio, ranked #40.

Ackerman Capital Advisors first reported a position in QUAL in Q2 2017 and has held it in 33 quarters since. The position peaked at $26.8M in Q4 2019. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Ackerman Capital Advisors held 7,327 shares of iShares MSCI USA Quality Factor ETF worth $1.41M as of Q1 2026.
  • Ackerman Capital Advisors sold 100 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $20K.
  • iShares MSCI USA Quality Factor ETF made up 0.29% of Ackerman Capital Advisors's portfolio in Q1 2026, its #40 holding.
  • Ackerman Capital Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2017 and has held it in 33 quarters since.
  • Ackerman Capital Advisors's iShares MSCI USA Quality Factor ETF position peaked at $26.8M in Q4 2019.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Ackerman Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.