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Anchor Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Anchor Investment 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
Q1 		$583K Sell
3,040
-60
-2% -$12K 0.05% 254
2025
Q4 		$616K Hold
3,100
– – 0.05% 250
2025
Q3 		$603K Hold
3,100
– – 0.05% 246
2025
Q2 		$567K Hold
3,100
– – 0.05% 245
2025
Q1 		$530K Hold
3,100
– – 0.05% 244
2024
Q4 		$552K Hold
3,100
– – 0.05% 239
2024
Q3 		$556K Hold
3,100
– – 0.05% 245
2024
Q2 		$529K Sell
3,100
-855
-22% -$140K 0.05% 231
2024
Q1 		$650K Sell
3,955
-196
-5% -$30.6K 0.07% 215
2023
Q4 		$611K Hold
4,151
– – 0.07% 215
2023
Q3 		$547K Hold
4,151
– – 0.07% 218
2023
Q2 		$560K Sell
4,151
-20
-0.5% -$2.54K 0.07% 216
2023
Q1 		$517K Buy
4,171
+60
+1% +$7.2K 0.07% 228
2022
Q4 		$468K Buy
4,111
+100
+2% +$11.3K 0.07% 236
2022
Q3 		$417K Buy
4,011
+6
+0.1% +$702 0.06% 239
2022
Q2 		$447K Sell
4,005
-155
-4% -$18.9K 0.06% 234
2022
Q1 		$560K Sell
4,160
-13
-0.3% -$1.73K 0.07% 230
2021
Q4 		$607K Buy
4,173
+3,600
+628% +$509K 0.08% 218
2021
Q3 		$75.5K Hold
573
– – 0.01% 473
2021
Q2 		$76.1K Hold
573
– – 0.01% 485
2021
Q1 		$69.8K Hold
573
– – 0.01% 471
2020
Q4 		$66.6K Hold
573
– – 0.01% 426
2020
Q3 		$59.4K Buy
+573
New +$58.7K 0.01% 420

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Anchor Investment Management's QUAL Position: Q1 2026 in Review

Anchor Investment Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.9% in Q1 2026, selling an estimated $12K and leaving 3,040 shares worth $583K. The position accounts for 0.05% of the portfolio, ranked #254.

Anchor Investment Management first reported a position in QUAL in Q3 2020 and has held it in 23 quarters since. The position peaked at $650K in Q1 2024. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Anchor Investment Management held 3,040 shares of iShares MSCI USA Quality Factor ETF worth $583K as of Q1 2026.
  • Anchor Investment Management sold 60 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $12K.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of Anchor Investment Management's portfolio in Q1 2026, its #254 holding.
  • Anchor Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2020 and has held it in 23 quarters since.
  • Anchor Investment Management's iShares MSCI USA Quality Factor ETF position peaked at $650K in Q1 2024.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Anchor Investment Management's 13F filing for Q1 2026, filed 1 May 2026.