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Alvarez & Marsal Private Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$441K Buy
2,012
+103
+5% +$21.6K 0.06% 60
2026
Q1 		$366K Hold
1,909
– – 0.05% 102
2025
Q4 		$379K Buy
+1,909
New +$375K 0.07% 62

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Alvarez & Marsal Private Wealth Partners's QUAL Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 5.4% in Q2 2026, buying an estimated $21.6K and bringing the position to 2,012 shares worth $441K. The position accounts for 0.06% of the portfolio, ranked #60.

Alvarez & Marsal Private Wealth Partners first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 2,012 shares of iShares MSCI USA Quality Factor ETF worth $441K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners bought 103 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $21.6K.
  • iShares MSCI USA Quality Factor ETF made up 0.06% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #60 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.