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Baltimore-Washington Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Baltimore-Washington Financial 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
Q1 		– Sell
-1,088
Closed -$216K – 201
2025
Q4 		$216K Buy
+1,088
New +$214K 0.01% 183

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Baltimore-Washington Financial Advisors's QUAL Position: Q1 2026 in Review

Baltimore-Washington Financial Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 1,088 shares — an estimated $216K sold.

Baltimore-Washington Financial Advisors first reported a position in QUAL in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 1,642 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Baltimore-Washington Financial Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 1,088 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $216K.
  • Baltimore-Washington Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's iShares MSCI USA Quality Factor ETF position peaked at $216K in Q4 2025.
  • 1,642 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.