American Money Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

American Money 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	$6.71M	Buy	30,588 +929	+3%	+$195K	0.96%	40
2026 Q1	$5.69M	Buy	29,659 +820	+3%	+$164K	0.9%	41
2025 Q4	$5.73M	Buy	28,839 +1,464	+5%	+$288K	0.9%	39
2025 Q3	$5.32M	Buy	27,375 +283	+1%	+$53.1K	0.89%	42
2025 Q2	$4.95M	Buy	27,092 +3,956	+17%	+$683K	0.88%	43
2025 Q1	$3.95M	Buy	23,136 +5,034	+28%	+$901K	0.75%	45
2024 Q4	$3.22M	Buy	18,102 +2,567	+17%	+$466K	0.63%	47
2024 Q3	$2.79M	Buy	+15,535	New	+$2.69M	0.56%	51

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

American Money Management's QUAL Position: Q2 2026 in Review

American Money Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.1% in Q2 2026, buying an estimated $195K and bringing the position to 30,588 shares worth $6.71M. The position accounts for 0.96% of the portfolio, ranked #40.

American Money Management first reported a position in QUAL in Q3 2024 and has held it in 8 quarters since. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

American Money Management held 30,588 shares of iShares MSCI USA Quality Factor ETF worth $6.71M as of Q2 2026.
American Money Management bought 929 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $195K.
iShares MSCI USA Quality Factor ETF made up 0.96% of American Money Management's portfolio in Q2 2026, its #40 holding.
American Money Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and has held it in 8 quarters since.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.