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

Advyzon 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	$2.75M	Sell	12,514 -19,889	-61%	-$4.17M	0.2%	111
2026 Q1	$6.22M	Buy	32,403 +11,707	+57%	+$2.35M	0.56%	40
2025 Q4	$4.11M	Buy	20,696 +15,558	+303%	+$3.06M	0.48%	48
2025 Q3	$999K	Buy	5,138 +1,750	+52%	+$328K	0.17%	128
2025 Q2	$619K	Buy	3,388 +1,705	+101%	+$294K	0.14%	145
2025 Q1	$288K	Sell	1,683 -543	-24%	-$97.2K	0.1%	193
2024 Q4	$396K	Buy	+2,226	New	+$404K	0.15%	124

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

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

Advyzon Investment Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 61% in Q2 2026, selling an estimated $4.17M and leaving 12,514 shares worth $2.75M. The position accounts for 0.2% of the portfolio, ranked #111.

Advyzon Investment Management first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $6.22M in Q1 2026. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Advyzon Investment Management held 12,514 shares of iShares MSCI USA Quality Factor ETF worth $2.75M as of Q2 2026.
Advyzon Investment Management sold 19,889 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $4.17M.
iShares MSCI USA Quality Factor ETF made up 0.2% of Advyzon Investment Management's portfolio in Q2 2026, its #111 holding.
Advyzon Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
Advyzon Investment Management's iShares MSCI USA Quality Factor ETF position peaked at $6.22M in Q1 2026.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.