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Atria Wealth Solutions’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Atria Wealth Solutions’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
Q2 		$57.7M Sell
315,547
-187,778
-37% -$32.4M 1.31% 7
2025
Q1 		$86M Buy
503,325
+13,160
+3% +$2.36M 1.03% 12
2024
Q4 		$87.3M Sell
490,165
-5,097
-1% -$926K 0.95% 13
2024
Q3 		$88.8M Buy
495,262
+1,119
+0.2% +$194K 0.96% 13
2024
Q2 		$84.4M Buy
494,143
+40,059
+9% +$6.58M 0.93% 13
2024
Q1 		$74.6M Buy
454,084
+363
+0.1% +$56.7K 0.84% 14
2023
Q4 		$66.8M Buy
453,721
+25,473
+6% +$3.53M 0.84% 14
2023
Q3 		$56.6M Sell
428,248
-64,045
-13% -$8.74M 0.79% 15
2023
Q2 		$66.4M Buy
492,293
+39,742
+9% +$5.06M 0.91% 14
2023
Q1 		$56.1M Buy
452,551
+256,915
+131% +$30.8M 0.83% 15
2022
Q4 		$22.3M Buy
195,636
+4,572
+2% +$519K 0.36% 61
2022
Q3 		$19.9M Buy
191,064
+76,195
+66% +$8.91M 0.34% 59
2022
Q2 		$12.8M Sell
114,869
-17,946
-14% -$2.19M 0.24% 95
2022
Q1 		$17.9M Buy
+132,815
New +$17.6M 0.3% 70

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Atria Wealth Solutions's QUAL Position: Q2 2025 in Review

Atria Wealth Solutions reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 37% in Q2 2025, selling an estimated $32.4M and leaving 315,547 shares worth $57.7M. The position accounts for 1.31% of the portfolio, ranked #7.

Atria Wealth Solutions first reported a position in QUAL in Q1 2022 and has held it in 14 quarters since. The position peaked at $88.8M in Q3 2024. 1,507 funds tracked by Wall St. Rank hold QUAL as of Q2 2025.

  • Atria Wealth Solutions held 315,547 shares of iShares MSCI USA Quality Factor ETF worth $57.7M as of Q2 2025.
  • Atria Wealth Solutions sold 187,778 iShares MSCI USA Quality Factor ETF shares in Q2 2025, an estimated $32.4M.
  • iShares MSCI USA Quality Factor ETF made up 1.31% of Atria Wealth Solutions's portfolio in Q2 2025, its #7 holding.
  • Atria Wealth Solutions first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2022 and has held it in 14 quarters since.
  • Atria Wealth Solutions's iShares MSCI USA Quality Factor ETF position peaked at $88.8M in Q3 2024.
  • 1,507 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.