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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
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 $1.9T AUM 41.92% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Atomi Financial Group's QUAL Position: Q1 2026 in Review

Atomi Financial Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 19% in Q1 2026, buying an estimated $1.11M and bringing the position to 35,158 shares worth $6.74M. The position accounts for 0.21% of the portfolio, ranked #90.

Atomi Financial Group first reported a position in QUAL in Q1 2023 and has held it in 13 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Atomi Financial Group held 35,158 shares of iShares MSCI USA Quality Factor ETF worth $6.74M as of Q1 2026.
  • Atomi Financial Group bought 5,529 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $1.11M.
  • iShares MSCI USA Quality Factor ETF made up 0.21% of Atomi Financial Group's portfolio in Q1 2026, its #90 holding.
  • Atomi Financial Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.