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

Atlas Private Wealth 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 Q4	–	Sell	-2,482	Closed	-$483K	–	139
2025 Q3	$483K	Buy	2,482 +912	+58%	+$171K	0.12%	80
2025 Q2	$287K	Buy	1,570 +30	+2%	+$5.18K	0.04%	164
2025 Q1	$263K	Buy	1,540 +12	+0.8%	+$2.15K	0.04%	156
2024 Q4	$272K	Buy	1,528 +2	+0.1%	+$363	0.04%	141
2024 Q3	$274K	Buy	1,526 +68	+5%	+$11.8K	0.04%	133
2024 Q2	$249K	Buy	+1,458	New	+$239K	0.04%	136
2021 Q4	–	Sell	-18	Closed	-$2K	–	575
2021 Q3	$2K	Buy	+18	New	+$2.48K	﹤0.01%	678

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Atlas Private Wealth Advisors's QUAL Position: Q4 2025 in Review

Atlas Private Wealth Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2025, closing a stake of 2,482 shares — an estimated $483K sold.

Atlas Private Wealth Advisors first reported a position in QUAL in Q3 2021 and held it in 7 quarters. The position peaked at $483K in Q3 2025. 1,630 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

Atlas Private Wealth Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
Atlas Private Wealth Advisors sold 2,482 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $483K.
Atlas Private Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2021 and held it in 7 quarters.
Atlas Private Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $483K in Q3 2025.
1,630 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Atlas Private Wealth Advisors's 13F filing for Q4 2025, filed 5 Feb 2026.