AP
QUAL icon

Atwood & Palmer’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Atwood & Palmer’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 		$3.07K Hold
14
– – ﹤0.01% 424
2026
Q1 		$2.69K Hold
14
– – ﹤0.01% 430
2025
Q4 		$2.78K Buy
+14
New +$2.75K ﹤0.01% 435

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

Atwood & Palmer's QUAL Position: Q2 2026 in Review

Atwood & Palmer held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 14 shares worth $3.07K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Atwood & Palmer first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Atwood & Palmer held 14 shares of iShares MSCI USA Quality Factor ETF worth $3.07K as of Q2 2026.
  • Atwood & Palmer left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Atwood & Palmer's portfolio in Q2 2026, its #424 holding.
  • Atwood & Palmer first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.