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Bridges Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bridges Investment Management’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 		$4.85M Buy
22,116
+114
+0.5% +$23.9K 0.06% 118
2026
Q1 		$4.22M Sell
22,002
-1,262
-5% -$253K 0.06% 118
2025
Q4 		$4.62M Hold
23,264
– – 0.06% 112
2025
Q3 		$4.52M Sell
23,264
-165
-0.7% -$31K 0.06% 113
2025
Q2 		$4.28M Sell
23,429
-3,007
-11% -$519K 0.06% 112
2025
Q1 		$4.52M Hold
26,436
– – 0.07% 107
2024
Q4 		$4.71M Sell
26,436
-24
-0.1% -$4.36K 0.07% 111
2024
Q3 		$4.74M Sell
26,460
-913
-3% -$158K 0.07% 105
2024
Q2 		$4.67M Buy
27,373
+25,482
+1,348% +$4.18M 0.07% 104
2024
Q1 		$311K Hold
1,891
– – 0.01% 182
2023
Q4 		$278K Sell
1,891
-33,810
-95% -$4.68M 0.01% 186
2023
Q3 		$4.71M Sell
35,701
-11,331
-24% -$1.55M 0.17% 73
2023
Q2 		$6.34M Hold
47,032
– – 0.21% 68
2023
Q1 		$5.84M Hold
47,032
– – 0.21% 70
2022
Q4 		$5.36M Hold
47,032
– – 0.2% 75
2022
Q3 		$4.89M Sell
47,032
-438
-0.9% -$51.2K 0.19% 73
2022
Q2 		$5.3M Sell
47,470
-410
-0.9% -$50K 0.19% 74
2022
Q1 		$6.45M Hold
47,880
– – 0.2% 72
2021
Q4 		$6.97M Sell
47,880
-400
-0.8% -$56.5K 0.2% 72
2021
Q3 		$6.36M Sell
48,280
-1,782
-4% -$245K 0.2% 77
2021
Q2 		$6.65M Sell
50,062
-288
-0.6% -$36.9K 0.2% 80
2021
Q1 		$6.13M Sell
50,350
-818
-2% -$96.6K 0.18% 79
2020
Q4 		$5.95M Hold
51,168
– – 0.18% 76
2020
Q3 		$5.31M Hold
51,168
– – 0.18% 80
2020
Q2 		$4.91M Sell
51,168
-684
-1% -$62.8K 0.18% 81
2020
Q1 		$4.2M Sell
51,852
-3,871
-7% -$370K 0.19% 84
2019
Q4 		$5.63M Hold
55,723
– – 0.21% 84
2019
Q3 		$5.15M Hold
55,723
– – 0.2% 87
2019
Q2 		$5.1M Hold
55,723
– – 0.2% 88
2019
Q1 		$4.93M Buy
55,723
+6,120
+12% +$515K 0.2% 88
2018
Q4 		$3.81M Sell
49,603
-393
-0.8% -$32.6K 0.18% 95
2018
Q3 		$4.52M Buy
49,996
+701
+1% +$61.6K 0.22% 89
2018
Q2 		$4.11M Buy
+49,295
New +$4.12M 0.19% 95

Other funds holding QUAL

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
FWI
Facet Wealth Inc Baltimore, Maryland $6.98B AUM 18.78% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 29.2% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

Bridges Investment Management's QUAL Position: Q2 2026 in Review

Bridges Investment Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.52% in Q2 2026, buying an estimated $23.9K and bringing the position to 22,116 shares worth $4.85M. The position accounts for 0.06% of the portfolio, ranked #118.

Bridges Investment Management first reported a position in QUAL in Q2 2018 and has held it in 33 quarters since. The position peaked at $6.97M in Q4 2021. 1,120 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Bridges Investment Management held 22,116 shares of iShares MSCI USA Quality Factor ETF worth $4.85M as of Q2 2026.
  • Bridges Investment Management bought 114 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $23.9K.
  • iShares MSCI USA Quality Factor ETF made up 0.06% of Bridges Investment Management's portfolio in Q2 2026, its #118 holding.
  • Bridges Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2018 and has held it in 33 quarters since.
  • Bridges Investment Management's iShares MSCI USA Quality Factor ETF position peaked at $6.97M in Q4 2021.
  • 1,120 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Bridges Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.