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

Bestgate Wealth 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	$2.82M	Buy	12,847 +46	+0.4%	+$9.65K	4.49%	7
2026 Q1	$2.46M	Buy	12,801 +806	+7%	+$162K	4.43%	7
2025 Q4	$2.38M	Buy	11,995 +5	+0%	+$982	4.19%	6
2025 Q3	$2.33M	Buy	11,990 +147	+1%	+$27.6K	4.12%	6
2025 Q2	$2.02M	Hold	11,843	–	–	4.19%	7
2025 Q1	$2.02M	Sell	11,843 -299	-2%	-$53.5K	4.19%	7
2024 Q4	$2.16M	Buy	+12,142	New	+$2.21M	4.34%	6

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

Bestgate Wealth Advisors's QUAL Position: Q2 2026 in Review

Bestgate Wealth Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.36% in Q2 2026, buying an estimated $9.65K and bringing the position to 12,847 shares worth $2.82M. The position accounts for 4.49% of the portfolio, ranked #7.

Bestgate Wealth Advisors first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Bestgate Wealth Advisors held 12,847 shares of iShares MSCI USA Quality Factor ETF worth $2.82M as of Q2 2026.
Bestgate Wealth Advisors bought 46 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $9.65K.
iShares MSCI USA Quality Factor ETF made up 4.49% of Bestgate Wealth Advisors's portfolio in Q2 2026, its #7 holding.
Bestgate Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Bestgate Wealth Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.