BAG
QUAL icon

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
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
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bridgewealth Advisory Group's QUAL Position: Q1 2026 in Review

Bridgewealth Advisory Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3.4% in Q1 2026, buying an estimated $8.42K and bringing the position to 1,263 shares worth $242K. The position accounts for 0.05% of the portfolio, ranked #109.

Bridgewealth Advisory Group first reported a position in QUAL in Q4 2024 and has held it in 5 quarters since. The position peaked at $243K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Bridgewealth Advisory Group held 1,263 shares of iShares MSCI USA Quality Factor ETF worth $242K as of Q1 2026.
  • Bridgewealth Advisory Group bought 42 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $8.42K.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of Bridgewealth Advisory Group's portfolio in Q1 2026, its #109 holding.
  • Bridgewealth Advisory Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 5 quarters since.
  • Bridgewealth Advisory Group's iShares MSCI USA Quality Factor ETF position peaked at $243K in Q4 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q1 2026, filed 15 May 2026.