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Americana Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Americana 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 		$975K Buy
4,445
+1
+0% +$210 0.02% 322
2026
Q1 		$852K Sell
4,444
-353
-7% -$70.8K 0.02% 297
2025
Q4 		$953K Sell
4,797
-25
-0.5% -$4.91K 0.03% 275
2025
Q3 		$938K Buy
4,822
+87
+2% +$16.3K 0.03% 265
2025
Q2 		$866K Buy
+4,735
New +$817K 0.03% 260

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

Americana Partners's QUAL Position: Q2 2026 in Review

Americana Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.02% in Q2 2026, buying an estimated $210 and bringing the position to 4,445 shares worth $975K. The position accounts for 0.02% of the portfolio, ranked #322.

Americana Partners first reported a position in QUAL in Q2 2025 and has held it in 5 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Americana Partners held 4,445 shares of iShares MSCI USA Quality Factor ETF worth $975K as of Q2 2026.
  • Americana Partners bought 1 iShares MSCI USA Quality Factor ETF share in Q2 2026, an estimated $210.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of Americana Partners's portfolio in Q2 2026, its #322 holding.
  • Americana Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.