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

Aspire Capital 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
2025
Q2 		– Sell
-2,252
Closed -$385K – 106
2025
Q1 		$385K Sell
2,252
-1,340
-37% -$240K 0.11% 62
2024
Q4 		$640K Buy
+3,592
New +$652K 0.18% 48

Other funds holding QUAL

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Aspire Capital Advisors's QUAL Position: Q2 2025 in Review

Aspire Capital Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2025, closing a stake of 2,252 shares — an estimated $385K sold.

Aspire Capital Advisors first reported a position in QUAL in Q4 2024 and held it in 2 quarters. The position peaked at $640K in Q4 2024. 1,502 funds tracked by Wall St. Rank hold QUAL as of Q2 2025.

  • Aspire Capital Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Aspire Capital Advisors sold 2,252 iShares MSCI USA Quality Factor ETF shares in Q2 2025, an estimated $385K.
  • Aspire Capital Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and held it in 2 quarters.
  • Aspire Capital Advisors's iShares MSCI USA Quality Factor ETF position peaked at $640K in Q4 2024.
  • 1,502 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2025.

Based on Aspire Capital Advisors's 13F filing for Q2 2025, filed 15 Jul 2025.