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Beaumont Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Beaumont 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 		$628K Buy
2,862
+398
+16% +$83.5K 0.04% 218
2026
Q1 		$473K Buy
2,464
+152
+7% +$30.5K 0.03% 245
2025
Q4 		$459K Sell
2,312
-180
-7% -$35.4K 0.03% 240
2025
Q3 		$485K Buy
2,492
+65
+3% +$12.2K 0.03% 245
2025
Q2 		$444K Buy
2,427
+78
+3% +$13.5K 0.03% 238
2025
Q1 		$401K Sell
2,349
-156
-6% -$27.9K 0.03% 253
2024
Q4 		$446K Buy
2,505
+204
+9% +$37.1K 0.03% 234
2024
Q3 		$413K Buy
2,301
+67
+3% +$11.6K 0.03% 235
2024
Q2 		$382K Hold
2,234
– – 0.03% 236
2024
Q1 		$367K Buy
2,234
+33
+1% +$5.16K 0.03% 250
2023
Q4 		$324K Sell
2,201
-385
-15% -$53.3K 0.03% 248
2023
Q3 		$341K Buy
2,586
+173
+7% +$23.6K 0.03% 229
2023
Q2 		$325K Sell
2,413
-241
-9% -$30.7K 0.03% 254
2023
Q1 		$329K Buy
2,654
+102
+4% +$12.2K 0.03% 234
2022
Q4 		$291K Hold
2,552
– – 0.03% 259
2022
Q3 		$265K Hold
2,552
– – 0.03% 262
2022
Q2 		$285K Hold
2,552
– – 0.03% 252
2022
Q1 		$344K Sell
2,552
-157
-6% -$20.8K 0.03% 259
2021
Q4 		$394K Buy
2,709
+116
+4% +$16.4K 0.03% 242
2021
Q3 		$342K Buy
2,593
+141
+6% +$19.4K 0.03% 255
2021
Q2 		$326K Hold
2,452
– – 0.02% 280
2021
Q1 		$299K Hold
2,452
– – 0.03% 274
2020
Q4 		$285K Buy
+2,452
New +$270K 0.03% 277
2020
Q1 		– Sell
-2,975
Closed -$300K – 278
2019
Q4 		$300K Buy
2,975
+724
+32% +$69.7K 0.03% 222
2019
Q3 		$208K Buy
+2,251
New +$207K 0.02% 255

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

Beaumont Financial Advisors's QUAL Position: Q2 2026 in Review

Beaumont Financial Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 16% in Q2 2026, buying an estimated $83.5K and bringing the position to 2,862 shares worth $628K. The position accounts for 0.04% of the portfolio, ranked #218.

Beaumont Financial Advisors first reported a position in QUAL in Q3 2019 and has held it in 25 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Beaumont Financial Advisors held 2,862 shares of iShares MSCI USA Quality Factor ETF worth $628K as of Q2 2026.
  • Beaumont Financial Advisors bought 398 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $83.5K.
  • iShares MSCI USA Quality Factor ETF made up 0.04% of Beaumont Financial Advisors's portfolio in Q2 2026, its #218 holding.
  • Beaumont Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2019 and has held it in 25 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.