Bridgewealth Advisory Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bridgewealth Advisory Group’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	$268K	Sell	1,221 -42	-3%	-$8.81K	0.05%	113
2026 Q1	$242K	Buy	1,263 +42	+3%	+$8.42K	0.05%	109
2025 Q4	$243K	Hold	1,221	–	–	0.05%	110
2025 Q3	$237K	Hold	1,221	–	–	0.06%	105
2025 Q2	$223K	Buy	+1,221	New	+$211K	0.06%	104
2025 Q1	–	Sell	-1,221	Closed	-$227K	–	97
2024 Q4	$227K	Buy	+1,221	New	+$222K	0.06%	97

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

Bridgewealth Advisory Group's QUAL Position: Q2 2026 in Review

Bridgewealth Advisory Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.3% in Q2 2026, selling an estimated $8.81K and leaving 1,221 shares worth $268K. The position accounts for 0.05% of the portfolio, ranked #113.

Bridgewealth Advisory Group first reported a position in QUAL in Q4 2024 and has held it in 6 quarters since. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Bridgewealth Advisory Group held 1,221 shares of iShares MSCI USA Quality Factor ETF worth $268K as of Q2 2026.
Bridgewealth Advisory Group sold 42 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $8.81K.
iShares MSCI USA Quality Factor ETF made up 0.05% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #113 holding.
Bridgewealth Advisory Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.