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 Q2	$33.9M	Buy	154,582 +3,901	+3%	+$818K	12.37%	3
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 $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

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

Boulder Wealth Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.6% in Q2 2026, buying an estimated $818K and bringing the position to 154,582 shares worth $33.9M. The position accounts for 12.37% of the portfolio, ranked #3.

Boulder Wealth Advisors first reported a position in QUAL in Q1 2024 and has held it in 9 quarters since. 1,646 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Boulder Wealth Advisors held 154,582 shares of iShares MSCI USA Quality Factor ETF worth $33.9M as of Q2 2026.
Boulder Wealth Advisors bought 3,901 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $818K.
iShares MSCI USA Quality Factor ETF made up 12.37% of Boulder Wealth Advisors's portfolio in Q2 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 9 quarters since.
1,646 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Boulder Wealth Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.