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Beacon Bridge Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Beacon Bridge Wealth Partners’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 		$6.7M Buy
34,905
+346
+1% +$69.4K 2.24% 14
2025
Q4 		$6.86M Sell
34,559
-55,369
-62% -$10.9M 2.28% 14
2025
Q3 		$17.5M Sell
89,928
-4,699
-5% -$882K 6.22% 2
2025
Q2 		$17.3M Buy
94,627
+2,332
+3% +$402K 6.87% 2
2025
Q1 		$15.8M Buy
92,295
+9,375
+11% +$1.68M 6.73% 2
2024
Q4 		$14.8M Sell
82,920
-5,310
-6% -$965K 6.27% 2
2024
Q3 		$15.8M Buy
88,230
+12,133
+16% +$2.1M 6.8% 2
2024
Q2 		$13M Buy
76,097
+10,433
+16% +$1.71M 5.96% 2
2024
Q1 		$10.8M Sell
65,664
-2,260
-3% -$353K 5.1% 3
2023
Q4 		$9.99M Buy
67,924
+16,225
+31% +$2.25M 4.99% 3
2023
Q3 		$6.81M Buy
+51,699
New +$7.06M 3.6% 8

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 $374B AUM 17.66% 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

Beacon Bridge Wealth Partners's QUAL Position: Q1 2026 in Review

Beacon Bridge Wealth Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1% in Q1 2026, buying an estimated $69.4K and bringing the position to 34,905 shares worth $6.7M. The position accounts for 2.24% of the portfolio, ranked #14.

Beacon Bridge Wealth Partners first reported a position in QUAL in Q3 2023 and has held it in 11 quarters since. The position peaked at $17.5M in Q3 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Beacon Bridge Wealth Partners held 34,905 shares of iShares MSCI USA Quality Factor ETF worth $6.7M as of Q1 2026.
  • Beacon Bridge Wealth Partners bought 346 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $69.4K.
  • iShares MSCI USA Quality Factor ETF made up 2.24% of Beacon Bridge Wealth Partners's portfolio in Q1 2026, its #14 holding.
  • Beacon Bridge Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2023 and has held it in 11 quarters since.
  • Beacon Bridge Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $17.5M in Q3 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Beacon Bridge Wealth Partners's 13F filing for Q1 2026, filed 5 May 2026.