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Brighton Jones LLC’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Brighton Jones LLC’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 		$3.87M Buy
17,639
+1,336
+8% +$280K 0.07% 180
2026
Q1 		$3.13M Buy
+16,303
New +$3.27M 0.07% 197
2025
Q4 		– Sell
-14,152
Closed -$2.75M – 738
2025
Q3 		$2.75M Sell
14,152
-330
-2% -$61.9K 0.07% 169
2025
Q2 		$2.65M Buy
14,482
+2,472
+21% +$427K 0.07% 157
2025
Q1 		$2.05M Buy
12,010
+1,982
+20% +$355K 0.07% 170
2024
Q4 		$1.79M Buy
10,028
+2,023
+25% +$367K 0.05% 180
2024
Q3 		$1.44M Buy
8,005
+380
+5% +$65.9K 0.05% 173
2024
Q2 		$1.3M Sell
7,625
-351
-4% -$57.6K 0.04% 197
2024
Q1 		$1.31M Sell
7,976
-473
-6% -$73.9K 0.05% 190
2023
Q4 		$1.24M Buy
8,449
+2,287
+37% +$317K 0.05% 175
2023
Q3 		$812K Buy
6,162
+132
+2% +$18K 0.04% 214
2023
Q2 		$813K Buy
6,030
+3,197
+113% +$407K 0.04% 213
2023
Q1 		$351K Buy
2,833
+885
+45% +$106K 0.02% 350
2022
Q4 		$222K Sell
1,948
-677
-26% -$76.8K 0.01% 407
2022
Q3 		$273K Sell
2,625
-1,078
-29% -$126K 0.02% 355
2022
Q2 		$414K Sell
3,703
-740
-17% -$90.3K 0.02% 279
2022
Q1 		$598K Buy
4,443
+150
+3% +$19.9K 0.03% 246
2021
Q4 		$625K Buy
4,293
+2,421
+129% +$342K 0.03% 235
2021
Q3 		$247K Buy
1,872
+329
+21% +$45.2K 0.01% 404
2021
Q2 		$205K Buy
+1,543
New +$198K 0.01% 453
2021
Q1 		– Sell
-1,868
Closed -$217K – 445
2020
Q4 		$217K Buy
+1,868
New +$206K 0.01% 354

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Brighton Jones LLC's QUAL Position: Q2 2026 in Review

Brighton Jones LLC increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 8.2% in Q2 2026, buying an estimated $280K and bringing the position to 17,639 shares worth $3.87M. The position accounts for 0.07% of the portfolio, ranked #180.

Brighton Jones LLC first reported a position in QUAL in Q4 2020 and has held it in 21 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Brighton Jones LLC held 17,639 shares of iShares MSCI USA Quality Factor ETF worth $3.87M as of Q2 2026.
  • Brighton Jones LLC bought 1,336 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $280K.
  • iShares MSCI USA Quality Factor ETF made up 0.07% of Brighton Jones LLC's portfolio in Q2 2026, its #180 holding.
  • Brighton Jones LLC first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 21 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.