Brown, Lisle/Cummings’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Brown, Lisle/Cummings’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	$5.56K	Buy	+29	New	+$5.81K	﹤0.01%	660

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Brown, Lisle/Cummings's QUAL Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026: 29 shares worth $5.56K. The stake represents ﹤0.01% of the portfolio and ranks #660 among its holdings.

1,650 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Brown, Lisle/Cummings held 29 shares of iShares MSCI USA Quality Factor ETF worth $5.56K as of Q1 2026.
iShares MSCI USA Quality Factor ETF was a new Brown, Lisle/Cummings position in Q1 2026.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #660 holding.
1,650 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.