B.O.S.S. Retirement Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

B.O.S.S. Retirement Advisors’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	–	Sell	-24,560	Closed	-$4.71M	–	176
2026 Q1	$4.71M	Buy	24,560 +410	+2%	+$82.2K	1.44%	14
2025 Q4	$4.8M	Buy	24,150 +7,260	+43%	+$1.43M	1.51%	15
2025 Q3	$3.29M	Buy	16,890 +8,514	+102%	+$1.6M	0.79%	30
2025 Q2	$1.53M	Buy	8,376 +6,689	+397%	+$1.15M	0.38%	55
2025 Q1	$288K	Buy	1,687 +330	+24%	+$59.1K	0.08%	142
2024 Q4	$242K	Buy	+1,357	New	+$246K	0.07%	157

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

B.O.S.S. Retirement Advisors's QUAL Position: Q2 2026 in Review

B.O.S.S. Retirement Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 24,560 shares — an estimated $4.71M sold.

B.O.S.S. Retirement Advisors first reported a position in QUAL in Q4 2024 and held it in 6 quarters. The position peaked at $4.8M in Q4 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

B.O.S.S. Retirement Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
B.O.S.S. Retirement Advisors sold 24,560 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $4.71M.
B.O.S.S. Retirement Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and held it in 6 quarters.
B.O.S.S. Retirement Advisors's iShares MSCI USA Quality Factor ETF position peaked at $4.8M in Q4 2025.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on B.O.S.S. Retirement Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.