Armis Advisers’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Armis Advisers’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	$6.88M	Buy	31,467 +543	+2%	+$114K	0.63%	30
2026 Q1	$6.52M	Sell	30,924 -845	-3%	-$169K	0.63%	29
2025 Q4	$6.1M	Sell	31,769 -9,165	-22%	-$1.8M	0.69%	28
2025 Q3	$8.01M	Buy	40,934 +2,185	+6%	+$410K	0.73%	33
2025 Q2	$7.12M	Buy	38,749 +5,879	+18%	+$1.01M	0.56%	39
2025 Q1	$5.59M	Buy	32,870 +14,714	+81%	+$2.63M	0.52%	46
2024 Q4	$3.23M	Buy	+18,156	New	+$3.3M	0.4%	62

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

Armis Advisers's QUAL Position: Q2 2026 in Review

Armis Advisers increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.8% in Q2 2026, buying an estimated $114K and bringing the position to 31,467 shares worth $6.88M. The position accounts for 0.63% of the portfolio, ranked #30.

Armis Advisers first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $8.01M in Q3 2025. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Armis Advisers held 31,467 shares of iShares MSCI USA Quality Factor ETF worth $6.88M as of Q2 2026.
Armis Advisers bought 543 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $114K.
iShares MSCI USA Quality Factor ETF made up 0.63% of Armis Advisers's portfolio in Q2 2026, its #30 holding.
Armis Advisers first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
Armis Advisers's iShares MSCI USA Quality Factor ETF position peaked at $8.01M in Q3 2025.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Armis Advisers's 13F filing for Q2 2026, filed 7 Jul 2026.