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

BOK Financial’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 		$696K Buy
3,173
+2,608
+462% +$547K 0.01% 501
2026
Q1 		$108K Sell
565
-211
-27% -$42.3K ﹤0.01% 748
2025
Q4 		$154K Sell
776
-90
-10% -$17.7K ﹤0.01% 719
2025
Q3 		$168K Sell
866
-56
-6% -$10.5K ﹤0.01% 711
2025
Q2 		$169K Buy
922
+479
+108% +$82.7K ﹤0.01% 715
2025
Q1 		$75.7K Hold
443
– – ﹤0.01% 785
2024
Q4 		$78.1K Sell
443
-340
-43% -$61.8K ﹤0.01% 769
2024
Q3 		$140K Buy
783
+159
+25% +$27.6K ﹤0.01% 725
2024
Q2 		$107K Buy
624
+243
+64% +$39.9K ﹤0.01% 811
2024
Q1 		$62.4K Hold
381
– – ﹤0.01% 825
2023
Q4 		$56.1K Buy
381
+189
+98% +$26.2K ﹤0.01% 792
2023
Q3 		$24.9K Buy
192
+8
+4% +$1.09K ﹤0.01% 826
2023
Q2 		$24.8K Hold
184
– – ﹤0.01% 854
2023
Q1 		$22.8K Buy
+184
New +$22.1K ﹤0.01% 916
2020
Q1 		– Sell
-6,257
Closed -$632K – 902
2019
Q4 		$632K Buy
+6,257
New +$603K 0.01% 640
2018
Q4 		– Sell
-3,246
Closed -$293K – 928
2018
Q3 		$293K Sell
3,246
-2,185
-40% -$192K 0.01% 795
2018
Q2 		$453K Buy
+5,431
New +$454K 0.01% 688
2017
Q4 		– Sell
-500
Closed -$39K – 1078
2017
Q3 		$39K Buy
+500
New +$37.7K ﹤0.01% 1002

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

BOK Financial's QUAL Position: Q2 2026 in Review

BOK Financial increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 462% in Q2 2026, buying an estimated $547K and bringing the position to 3,173 shares worth $696K. The position accounts for 0.01% of the portfolio, ranked #501.

BOK Financial first reported a position in QUAL in Q3 2017 and has held it in 18 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • BOK Financial held 3,173 shares of iShares MSCI USA Quality Factor ETF worth $696K as of Q2 2026.
  • BOK Financial bought 2,608 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $547K.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of BOK Financial's portfolio in Q2 2026, its #501 holding.
  • BOK Financial first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2017 and has held it in 18 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on BOK Financial's 13F filing for Q2 2026, filed 10 Aug 2026.