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Birchwood Financial Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Birchwood Financial Partners’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 		$42K Sell
191
-207
-52% -$43.4K 0.03% 188
2026
Q1 		$76.3K Hold
398
– – 0.07% 131
2025
Q4 		$79.1K Buy
+398
New +$78.2K 0.08% 130

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

Birchwood Financial Partners's QUAL Position: Q2 2026 in Review

Birchwood Financial Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 52% in Q2 2026, selling an estimated $43.4K and leaving 191 shares worth $42K. The position accounts for 0.03% of the portfolio, ranked #188.

Birchwood Financial Partners first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $79.1K in Q4 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Birchwood Financial Partners held 191 shares of iShares MSCI USA Quality Factor ETF worth $42K as of Q2 2026.
  • Birchwood Financial Partners sold 207 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $43.4K.
  • iShares MSCI USA Quality Factor ETF made up 0.03% of Birchwood Financial Partners's portfolio in Q2 2026, its #188 holding.
  • Birchwood Financial Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's iShares MSCI USA Quality Factor ETF position peaked at $79.1K in Q4 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.