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

Atlas 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
2026
Q2 		$221K Buy
1,007
+540
+116% +$113K 0.02% 446
2026
Q1 		$89.6K Buy
+467
New +$93.6K 0.01% 552
2023
Q3 		– Sell
-1,391
Closed -$188K – 910
2023
Q2 		$188K Buy
+1,391
New +$177K 0.03% 379

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 Capital Advisors's QUAL Position: Q2 2026 in Review

Atlas Capital Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 116% in Q2 2026, buying an estimated $113K and bringing the position to 1,007 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #446.

Atlas Capital Advisors first reported a position in QUAL in Q2 2023 and has held it in 3 quarters since. 1,635 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Atlas Capital Advisors held 1,007 shares of iShares MSCI USA Quality Factor ETF worth $221K as of Q2 2026.
  • Atlas Capital Advisors bought 540 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $113K.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of Atlas Capital Advisors's portfolio in Q2 2026, its #446 holding.
  • Atlas Capital Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and has held it in 3 quarters since.
  • 1,635 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Atlas Capital Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.