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Beverly Hills Private Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Beverly Hills Private Wealth’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 		– Sell
-1,390
Closed -$267K – 339
2026
Q1 		$267K Buy
1,390
+282
+25% +$56.5K 0.04% 287
2025
Q4 		$220K Sell
1,108
-1,027
-48% -$202K 0.04% 306
2025
Q3 		$415K Sell
2,135
-691
-24% -$130K 0.07% 208
2025
Q2 		$517K Sell
2,826
-5
-0.2% -$863 0.1% 171
2025
Q1 		$484K Buy
2,831
+143
+5% +$25.6K 0.1% 180
2024
Q4 		$479K Sell
2,688
-277
-9% -$50.3K 0.1% 177
2024
Q3 		$532K Sell
2,965
-1,186
-29% -$206K 0.11% 177
2024
Q2 		$709K Sell
4,151
-248
-6% -$40.7K 0.15% 143
2024
Q1 		$723K Sell
4,399
-1,325
-23% -$207K 0.17% 134
2023
Q4 		$842K Sell
5,724
-699
-11% -$96.8K 0.22% 104
2023
Q3 		$846K Sell
6,423
-7,167
-53% -$979K 0.25% 95
2023
Q2 		$1.86M Buy
13,590
+4,636
+52% +$590K 0.31% 80
2023
Q1 		$1.11M Buy
+8,954
New +$1.07M 0.34% 78

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

Beverly Hills Private Wealth's QUAL Position: Q2 2026 in Review

Beverly Hills Private Wealth sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 1,390 shares — an estimated $267K sold.

Beverly Hills Private Wealth first reported a position in QUAL in Q1 2023 and held it in 13 quarters. The position peaked at $1.86M in Q2 2023. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Beverly Hills Private Wealth reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 1,390 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $267K.
  • Beverly Hills Private Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and held it in 13 quarters.
  • Beverly Hills Private Wealth's iShares MSCI USA Quality Factor ETF position peaked at $1.86M in Q2 2023.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.