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

Boulder 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 Q1	$28.9M	Buy	150,681 +3,785	+3%	+$759K	11.52%	3
2025 Q4	$29.2M	Buy	146,896 +1,376	+0.9%	+$270K	12.33%	3
2025 Q3	$28.3M	Buy	+145,520	New	+$27.3M	13.16%	4
2025 Q1	$22.9M	Buy	134,051 +2,836	+2%	+$508K	13.33%	3
2024 Q4	$23.4M	Buy	131,215 +4,094	+3%	+$744K	12.04%	4
2024 Q3	$22.8M	Buy	127,121 +21,424	+20%	+$3.72M	12.39%	3
2024 Q2	$18M	Buy	105,697 +2,407	+2%	+$395K	10.53%	5
2024 Q1	$17M	Buy	+103,290	New	+$16.1M	10.51%	5

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Boulder Wealth Advisors's QUAL Position: Q1 2026 in Review

Boulder Wealth Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.6% in Q1 2026, buying an estimated $759K and bringing the position to 150,681 shares worth $28.9M. The position accounts for 11.52% of the portfolio, ranked #3.

Boulder Wealth Advisors first reported a position in QUAL in Q1 2024 and has held it in 8 quarters since. The position peaked at $29.2M in Q4 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Boulder Wealth Advisors held 150,681 shares of iShares MSCI USA Quality Factor ETF worth $28.9M as of Q1 2026.
Boulder Wealth Advisors bought 3,785 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $759K.
iShares MSCI USA Quality Factor ETF made up 11.52% of Boulder Wealth Advisors's portfolio in Q1 2026, its #3 holding.
Boulder Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 8 quarters since.
Boulder Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $29.2M in Q4 2025.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Boulder Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.