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Atlas Brown’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Atlas Brown’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 		$497K Sell
2,266
-366
-14% -$76.8K 0.13% 149
2026
Q1 		$505K Sell
2,632
-234
-8% -$46.9K 0.15% 133
2025
Q4 		$569K Sell
2,866
-23
-0.8% -$4.52K 0.17% 124
2025
Q3 		$562K Buy
2,889
+57
+2% +$10.7K 0.17% 120
2025
Q2 		$518K Sell
2,832
-85
-3% -$14.7K 0.17% 121
2025
Q1 		$499K Buy
2,917
+247
+9% +$44.2K 0.17% 125
2024
Q4 		$476K Buy
2,670
+8
+0.3% +$1.45K 0.16% 125
2024
Q3 		$477K Buy
2,662
+469
+21% +$81.3K 0.17% 126
2024
Q2 		$374K Buy
2,193
+122
+6% +$20K 0.13% 143
2024
Q1 		$340K Buy
2,071
+264
+15% +$41.2K 0.12% 151
2023
Q4 		$266K Buy
+1,807
New +$250K 0.11% 160

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

Atlas Brown's QUAL Position: Q2 2026 in Review

Atlas Brown reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 14% in Q2 2026, selling an estimated $76.8K and leaving 2,266 shares worth $497K. The position accounts for 0.13% of the portfolio, ranked #149.

Atlas Brown first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $569K in Q4 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Atlas Brown held 2,266 shares of iShares MSCI USA Quality Factor ETF worth $497K as of Q2 2026.
  • Atlas Brown sold 366 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $76.8K.
  • iShares MSCI USA Quality Factor ETF made up 0.13% of Atlas Brown's portfolio in Q2 2026, its #149 holding.
  • Atlas Brown first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Atlas Brown's iShares MSCI USA Quality Factor ETF position peaked at $569K in Q4 2025.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Atlas Brown's 13F filing for Q2 2026, filed 9 Jul 2026.