Atwater Malick’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Atwater Malick’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 Q3	$440K	Buy	+7,916	New	+$438K	0.1%	82

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Atwater Malick's QUAL Position: Q3 2026 in Review

Atwater Malick opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2026: 7,916 shares worth $440K. The stake represents 0.1% of the portfolio and ranks #82 among its holdings.

1,416 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

Atwater Malick held 7,916 shares of iShares MSCI USA Quality Factor ETF worth $440K as of Q3 2026.
iShares MSCI USA Quality Factor ETF was a new Atwater Malick position in Q3 2026.
iShares MSCI USA Quality Factor ETF made up 0.1% of Atwater Malick's portfolio in Q3 2026, its #82 holding.
1,416 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Atwater Malick's 13F filing for Q3 2026, filed 15 Oct 2026.