Ameritas Advisory Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Ameritas Advisory Services’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	$24M	Buy	109,152 +2,443	+2%	+$512K	0.48%	49
2026 Q1	$20.5M	Sell	106,709 -56,706	-35%	-$11.4M	0.79%	25
2025 Q4	$32.5M	Buy	163,415 +159,451	+4,022%	+$31.3M	1.21%	14
2025 Q3	$771K	Sell	3,964 -198,557	-98%	-$37.3M	0.05%	298
2025 Q2	$37M	Sell	202,521 -93,202	-32%	-$16.1M	1.93%	8
2025 Q1	$50.6M	Sell	295,723 -19,370	-6%	-$3.47M	2.04%	4
2024 Q4	$56.1M	Buy	315,093 +68,835	+28%	+$12.5M	1.94%	7
2024 Q3	$44.2M	Sell	246,258 -127	-0.1%	-$22K	1.91%	5
2024 Q2	$42.1M	Buy	246,385 +33,715	+16%	+$5.54M	1.59%	7
2024 Q1	$34.9M	Buy	212,670 +42,959	+25%	+$6.71M	1.44%	10
2023 Q4	$25M	Sell	169,711 -3,204	-2%	-$444K	1.38%	13
2023 Q3	$22.8M	Buy	172,915 +171,223	+10,120%	+$23.4M	1.14%	20
2023 Q2	$225K	Sell	1,692 -179,095	-99%	-$22.8M	0.03%	493
2023 Q1	$22.6M	Sell	180,787 -9,784	-5%	-$1.17M	1.13%	16
2022 Q4	$21.7M	Sell	190,571 -17,790	-9%	-$2.02M	1.01%	18
2022 Q3	$21.7M	Sell	208,361 -12,600	-6%	-$1.47M	1.29%	15
2022 Q2	$24.7M	Sell	220,961 -30,741	-12%	-$3.75M	1.43%	13
2022 Q1	$33.9M	Sell	251,702 -13,058	-5%	-$1.73M	1.24%	18
2021 Q4	$38.5M	Buy	+264,760	New	+$37.4M	1.41%	18

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

Ameritas Advisory Services's QUAL Position: Q2 2026 in Review

Ameritas Advisory Services increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.3% in Q2 2026, buying an estimated $512K and bringing the position to 109,152 shares worth $24M. The position accounts for 0.48% of the portfolio, ranked #49.

Ameritas Advisory Services first reported a position in QUAL in Q4 2021 and has held it in 19 quarters since. The position peaked at $56.1M in Q4 2024. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Ameritas Advisory Services held 109,152 shares of iShares MSCI USA Quality Factor ETF worth $24M as of Q2 2026.
Ameritas Advisory Services bought 2,443 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $512K.
iShares MSCI USA Quality Factor ETF made up 0.48% of Ameritas Advisory Services's portfolio in Q2 2026, its #49 holding.
Ameritas Advisory Services first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 19 quarters since.
Ameritas Advisory Services's iShares MSCI USA Quality Factor ETF position peaked at $56.1M in Q4 2024.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.