Baron Silver Stevens Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Baron Silver Stevens 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 Q2	$452K	Hold	2,060	–	–	0.06%	96
2026 Q1	$395K	Buy	2,060 +193	+10%	+$38.7K	0.06%	92
2025 Q4	$371K	Sell	1,867 -1,167	-38%	-$229K	0.05%	94
2025 Q3	$590K	Sell	3,034 -63	-2%	-$11.8K	0.09%	77
2025 Q2	$566K	Buy	+3,097	New	+$534K	0.09%	74
2024 Q2	–	Sell	-1,772	Closed	-$291K	–	124
2024 Q1	$291K	Buy	+1,772	New	+$277K	0.06%	97
2021 Q1	–	Sell	-77	Closed	-$8K	–	369
2020 Q4	$8K	Buy	+77	New	+$8.48K	﹤0.01%	279

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

Baron Silver Stevens Financial Advisors's QUAL Position: Q2 2026 in Review

Baron Silver Stevens Financial Advisors held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 2,060 shares worth $452K. The position accounts for 0.06% of the portfolio, ranked #96.

Baron Silver Stevens Financial Advisors first reported a position in QUAL in Q4 2020 and has held it in 7 quarters since. The position peaked at $590K in Q3 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Baron Silver Stevens Financial Advisors held 2,060 shares of iShares MSCI USA Quality Factor ETF worth $452K as of Q2 2026.
Baron Silver Stevens Financial Advisors left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.06% of Baron Silver Stevens Financial Advisors's portfolio in Q2 2026, its #96 holding.
Baron Silver Stevens Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 7 quarters since.
Baron Silver Stevens Financial Advisors's iShares MSCI USA Quality Factor ETF position peaked at $590K in Q3 2025.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.