Acropolis Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Acropolis Investment 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	$118K	Sell	540 -260	-33%	-$54.5K	﹤0.01%	353
2026 Q1	$153K	Buy	+800	New	+$160K	0.01%	322
2025 Q2	–	Sell	-800	Closed	-$137K	–	288
2025 Q1	$137K	Hold	800	–	–	0.01%	268
2024 Q4	$142K	Hold	800	–	–	0.01%	268
2024 Q3	$143K	Hold	800	–	–	0.01%	263
2024 Q2	$137K	Hold	800	–	–	0.01%	253
2024 Q1	$131K	Hold	800	–	–	0.01%	260
2023 Q4	$118K	Hold	800	–	–	0.01%	267
2023 Q3	$105K	Buy	+800	New	+$109K	0.01%	269
2022 Q2	–	Sell	-873	Closed	-$118K	–	248
2022 Q1	$118K	Buy	+873	New	+$116K	0.01%	227

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

Acropolis Investment Management's QUAL Position: Q2 2026 in Review

Acropolis Investment Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 33% in Q2 2026, selling an estimated $54.5K and leaving 540 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Acropolis Investment Management first reported a position in QUAL in Q1 2022 and has held it in 10 quarters since. The position peaked at $153K in Q1 2026. 1,634 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Acropolis Investment Management held 540 shares of iShares MSCI USA Quality Factor ETF worth $118K as of Q2 2026.
Acropolis Investment Management sold 260 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $54.5K.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Acropolis Investment Management's portfolio in Q2 2026, its #353 holding.
Acropolis Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2022 and has held it in 10 quarters since.
Acropolis Investment Management's iShares MSCI USA Quality Factor ETF position peaked at $153K in Q1 2026.
1,634 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Acropolis Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.