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Atomi Financial Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Atomi Financial Group’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 		$6.68M Sell
30,445
-4,713
-13% -$988K 0.17% 110
2026
Q1 		$6.74M Buy
35,158
+5,529
+19% +$1.11M 0.21% 90
2025
Q4 		$5.88M Sell
29,629
-1,438
-5% -$283K 0.17% 98
2025
Q3 		$6.04M Sell
31,067
-5,751
-16% -$1.08M 0.2% 93
2025
Q2 		$6.73M Buy
36,818
+7,837
+27% +$1.35M 0.25% 75
2025
Q1 		$4.95M Sell
28,981
-1,584
-5% -$284K 0.23% 89
2024
Q4 		$5.44M Buy
30,565
+10,030
+49% +$1.82M 0.28% 74
2024
Q3 		$3.68M Sell
20,535
-1,288
-6% -$223K 0.23% 85
2024
Q2 		$3.73M Buy
21,823
+1,586
+8% +$260K 0.28% 76
2024
Q1 		$3.33M Sell
20,237
-22,074
-52% -$3.45M 0.31% 76
2023
Q4 		$6.23M Buy
42,311
+5,020
+13% +$695K 0.86% 17
2023
Q3 		$4.91M Buy
37,291
+14,989
+67% +$2.05M 1.64% 4
2023
Q2 		$3.01M Buy
22,302
+15,055
+208% +$1.92M 1.37% 7
2023
Q1 		$899K Buy
+7,247
New +$870K 0.5% 57

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

Atomi Financial Group's QUAL Position: Q2 2026 in Review

Atomi Financial Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 13% in Q2 2026, selling an estimated $988K and leaving 30,445 shares worth $6.68M. The position accounts for 0.17% of the portfolio, ranked #110.

Atomi Financial Group first reported a position in QUAL in Q1 2023 and has held it in 14 quarters since. The position peaked at $6.74M in Q1 2026. 1,646 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Atomi Financial Group held 30,445 shares of iShares MSCI USA Quality Factor ETF worth $6.68M as of Q2 2026.
  • Atomi Financial Group sold 4,713 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $988K.
  • iShares MSCI USA Quality Factor ETF made up 0.17% of Atomi Financial Group's portfolio in Q2 2026, its #110 holding.
  • Atomi Financial Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 14 quarters since.
  • Atomi Financial Group's iShares MSCI USA Quality Factor ETF position peaked at $6.74M in Q1 2026.
  • 1,646 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.