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Beaird Harris Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Beaird Harris Wealth Management’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 		$120K Buy
548
+7
+1% +$1.47K 0.01% 193
2026
Q1 		$104K Hold
541
– – 0.01% 186
2025
Q4 		$107K Hold
541
– – 0.01% 185
2025
Q3 		$105K Buy
541
+17
+3% +$3.19K 0.01% 178
2025
Q2 		$95.8K Hold
524
– – 0.01% 186
2025
Q1 		$89.5K Buy
524
+26
+5% +$4.66K 0.01% 176
2024
Q4 		$88.7K Sell
498
-121
-20% -$22K 0.01% 183
2024
Q3 		$111K Buy
619
+77
+14% +$13.4K 0.01% 168
2024
Q2 		$92.6K Buy
542
+510
+1,594% +$83.7K 0.01% 169
2024
Q1 		$5.26K Buy
+32
New +$5K ﹤0.01% 385
2023
Q3 		– Sell
-39
Closed -$5.26K – 477
2023
Q2 		$5.26K Hold
39
– – ﹤0.01% 315
2023
Q1 		$4.84K Hold
39
– – ﹤0.01% 323
2022
Q4 		$4.44K Hold
39
– – ﹤0.01% 441
2022
Q3 		$4K Hold
39
– – ﹤0.01% 360
2022
Q2 		$4K Hold
39
– – ﹤0.01% 322
2022
Q1 		$5K Sell
39
-25
-39% -$3.32K ﹤0.01% 428
2021
Q4 		$9K Buy
+64
New +$9.04K ﹤0.01% 419

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Beaird Harris Wealth Management's QUAL Position: Q2 2026 in Review

Beaird Harris Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.3% in Q2 2026, buying an estimated $1.47K and bringing the position to 548 shares worth $120K. The position accounts for 0.01% of the portfolio, ranked #193.

Beaird Harris Wealth Management first reported a position in QUAL in Q4 2021 and has held it in 17 quarters since. 1,634 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Beaird Harris Wealth Management held 548 shares of iShares MSCI USA Quality Factor ETF worth $120K as of Q2 2026.
  • Beaird Harris Wealth Management bought 7 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.47K.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #193 holding.
  • Beaird Harris Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 17 quarters since.
  • 1,634 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.