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Ancora Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Ancora Advisors’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 		$1.86M Sell
8,457
-296
-3% -$62.1K 0.04% 326
2026
Q1 		$1.68M Sell
8,753
-299
-3% -$59.9K 0.04% 304
2025
Q4 		$1.8M Buy
9,052
+54
+0.6% +$10.6K 0.04% 314
2025
Q3 		$1.75M Buy
8,998
+905
+11% +$170K 0.04% 322
2025
Q2 		$1.48M Buy
8,093
+308
+4% +$53.2K 0.03% 338
2025
Q1 		$1.33M Buy
7,785
+1,634
+27% +$293K 0.03% 343
2024
Q4 		$1.1M Buy
6,151
+191
+3% +$34.7K 0.02% 372
2024
Q3 		$1.07M Sell
5,960
-856
-13% -$148K 0.02% 372
2024
Q2 		$1.16M Sell
6,816
-6,826
-50% -$1.12M 0.03% 351
2024
Q1 		$2.24M Buy
13,642
+793
+6% +$124K 0.05% 260
2023
Q4 		$1.89M Buy
12,849
+1,405
+12% +$195K 0.04% 273
2023
Q3 		$1.51M Sell
11,444
-965
-8% -$132K 0.04% 294
2023
Q2 		$1.67M Sell
12,409
-93
-0.7% -$11.8K 0.04% 272
2023
Q1 		$1.55M Buy
12,502
+12,385
+10,585% +$1.49M 0.04% 286
2022
Q4 		$13K Hold
117
– – ﹤0.01% 1278
2022
Q3 		$12K Hold
117
– – ﹤0.01% 1455
2022
Q2 		$13K Hold
117
– – ﹤0.01% 1539
2022
Q1 		$16K Hold
117
– – ﹤0.01% 1602
2021
Q4 		$17K Hold
117
– – ﹤0.01% 1642
2021
Q3 		$15K Sell
117
-257
-69% -$35.3K ﹤0.01% 1563
2021
Q2 		$50K Hold
374
– – ﹤0.01% 1103
2021
Q1 		$46K Buy
374
+58
+18% +$6.85K ﹤0.01% 1097
2020
Q4 		$37K Hold
316
– – ﹤0.01% 945
2020
Q3 		$33K Sell
316
-415
-57% -$42.5K ﹤0.01% 934
2020
Q2 		$70K Hold
731
– – ﹤0.01% 770
2020
Q1 		$59K Buy
+731
New +$69.8K ﹤0.01% 851

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

Ancora Advisors's QUAL Position: Q2 2026 in Review

Ancora Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.4% in Q2 2026, selling an estimated $62.1K and leaving 8,457 shares worth $1.86M. The position accounts for 0.04% of the portfolio, ranked #326.

Ancora Advisors first reported a position in QUAL in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.24M in Q1 2024. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Ancora Advisors held 8,457 shares of iShares MSCI USA Quality Factor ETF worth $1.86M as of Q2 2026.
  • Ancora Advisors sold 296 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $62.1K.
  • iShares MSCI USA Quality Factor ETF made up 0.04% of Ancora Advisors's portfolio in Q2 2026, its #326 holding.
  • Ancora Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2020 and has held it in 26 quarters since.
  • Ancora Advisors's iShares MSCI USA Quality Factor ETF position peaked at $2.24M in Q1 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Ancora Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.