BA
QUAL icon

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

Bellwether 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
2025
Q3 		– Sell
-141
Closed -$25.8K – 465
2025
Q2 		$25.8K Hold
141
– – ﹤0.01% 272
2025
Q1 		$24.1K Sell
141
-37
-21% -$6.62K 0.01% 262
2024
Q4 		$31.7K Buy
+178
New +$32.3K 0.01% 257
2023
Q2 		– Sell
-251
Closed -$31.1K – 349
2023
Q1 		$31.1K Sell
251
-185
-42% -$22.2K 0.01% 216
2022
Q4 		$49.7K Sell
436
-20
-4% -$2.27K 0.01% 192
2022
Q3 		$47K Sell
456
-102
-18% -$11.9K 0.02% 167
2022
Q2 		$62K Sell
558
-1,237
-69% -$151K 0.02% 154
2022
Q1 		$241K Sell
1,795
-350
-16% -$46.5K 0.07% 128
2021
Q4 		$312K Buy
2,145
+262
+14% +$37K 0.1% 109
2021
Q3 		$248K Sell
1,883
-43
-2% -$5.91K 0.08% 135
2021
Q2 		$255K Sell
1,926
-190
-9% -$24.4K 0.09% 116
2021
Q1 		$257K Sell
2,116
-160
-7% -$18.9K 0.1% 102
2020
Q4 		$264K Buy
+2,276
New +$251K 0.12% 97

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bellwether Advisors's QUAL Position: Q3 2025 in Review

Bellwether Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2025, closing a stake of 141 shares — an estimated $25.8K sold.

Bellwether Advisors first reported a position in QUAL in Q4 2020 and held it in 13 quarters. The position peaked at $312K in Q4 2021. 1,518 funds tracked by Wall St. Rank hold QUAL as of Q3 2025.

  • Bellwether Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
  • Bellwether Advisors sold 141 iShares MSCI USA Quality Factor ETF shares in Q3 2025, an estimated $25.8K.
  • Bellwether Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and held it in 13 quarters.
  • Bellwether Advisors's iShares MSCI USA Quality Factor ETF position peaked at $312K in Q4 2021.
  • 1,518 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2025.

Based on Bellwether Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.