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

Rose Capital Advisors LLC’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	$3.34M	Buy	+15,236	New	+$3.2M	1.68%	16

Other funds holding QUAL

LPL Financial San Diego, California $445B AUM 25.58% 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

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

FWI

Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return

BTI

Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Rose Capital Advisors LLC's QUAL Position: Q2 2026 in Review

Rose Capital Advisors LLC opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 15,236 shares worth $3.34M. The stake represents 1.68% of the portfolio and ranks #16 among its holdings.

1,120 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Rose Capital Advisors LLC held 15,236 shares of iShares MSCI USA Quality Factor ETF worth $3.34M as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Rose Capital Advisors LLC position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 1.68% of Rose Capital Advisors LLC's portfolio in Q2 2026, its #16 holding.
1,120 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Rose Capital Advisors LLC's 13F filing for Q2 2026, filed 7 Aug 2026.