Axim Planning & Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Axim Planning & Wealth’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	$229K	Buy	1,196 +46	+4%	+$9.22K	0.28%	67
2025 Q4	$228K	Sell	1,150 -6	-0.5%	-$1.18K	0.24%	64
2025 Q3	$225K	Sell	1,156 -2,458	-68%	-$461K	0.18%	75
2025 Q2	$661K	Buy	+3,614	New	+$624K	0.6%	14
2025 Q1	–	Sell	-4,227	Closed	-$753K	–	56
2024 Q4	$753K	Buy	4,227 +1,373	+48%	+$249K	0.8%	6
2024 Q3	$512K	Buy	2,854 +725	+34%	+$126K	0.58%	8
2024 Q2	$364K	Buy	2,129 +129	+6%	+$21.2K	0.44%	9
2024 Q1	$329K	Buy	+2,000	New	+$312K	0.27%	13
2022 Q4	–	Sell	-144	Closed	-$15K	–	137
2022 Q3	$15K	Sell	144 -16	-10%	-$1.87K	0.01%	97
2022 Q2	$18K	Buy	+160	New	+$19.5K	0.01%	72

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Axim Planning & Wealth's QUAL Position: Q1 2026 in Review

Axim Planning & Wealth increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4% in Q1 2026, buying an estimated $9.22K and bringing the position to 1,196 shares worth $229K. The position accounts for 0.28% of the portfolio, ranked #67.

Axim Planning & Wealth first reported a position in QUAL in Q2 2022 and has held it in 10 quarters since. The position peaked at $753K in Q4 2024. 1,641 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Axim Planning & Wealth held 1,196 shares of iShares MSCI USA Quality Factor ETF worth $229K as of Q1 2026.
Axim Planning & Wealth bought 46 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $9.22K.
iShares MSCI USA Quality Factor ETF made up 0.28% of Axim Planning & Wealth's portfolio in Q1 2026, its #67 holding.
Axim Planning & Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2022 and has held it in 10 quarters since.
Axim Planning & Wealth's iShares MSCI USA Quality Factor ETF position peaked at $753K in Q4 2024.
1,641 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Axim Planning & Wealth's 13F filing for Q1 2026, filed 14 May 2026.