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Advisory Solutions Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Advisory Solutions Group’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
Q3 		$2.29M Sell
41,148
-220
-0.5% -$12.2K 0.48% 54
2026
Q2 		$2.27M Buy
+41,368
New +$2.17M 0.77% 36

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Advisory Solutions Group's QUAL Position: Q3 2026 in Review

Advisory Solutions Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.53% in Q3 2026, selling an estimated $12.2K and leaving 41,148 shares worth $2.29M. The position accounts for 0.48% of the portfolio, ranked #54.

Advisory Solutions Group first reported a position in QUAL in Q2 2026 and has held it in 2 quarters since. 1,479 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Advisory Solutions Group held 41,148 shares of iShares MSCI USA Quality Factor ETF worth $2.29M as of Q3 2026.
  • Advisory Solutions Group sold 220 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $12.2K.
  • iShares MSCI USA Quality Factor ETF made up 0.48% of Advisory Solutions Group's portfolio in Q3 2026, its #54 holding.
  • Advisory Solutions Group first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2026 and has held it in 2 quarters since.
  • 1,479 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Advisory Solutions Group's 13F filing for Q3 2026, filed 14 Oct 2026.