Brown Miller Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Brown Miller Wealth 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
2025 Q2	–	Sell	-2,780	Closed	-$475K	–	197
2025 Q1	$475K	Buy	+2,780	New	+$498K	0.16%	106
2024 Q4	–	Sell	-1,445	Closed	-$259K	–	129
2024 Q3	$259K	Sell	1,445 -1,269	-47%	-$220K	0.1%	108
2024 Q2	$463K	Sell	2,714 -338	-11%	-$55.5K	0.19%	82
2024 Q1	$502K	Hold	3,052	–	–	0.22%	84
2023 Q4	$449K	Sell	3,052 -8	-0.3%	-$1.11K	0.22%	83
2023 Q3	$403K	Hold	3,060	–	–	0.23%	84
2023 Q2	$413K	Buy	+3,060	New	+$389K	0.22%	80
2021 Q1	–	Sell	-3,191	Closed	-$371K	–	122
2020 Q4	$371K	Buy	+3,191	New	+$351K	0.28%	78

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Brown Miller Wealth Management's QUAL Position: Q2 2025 in Review

Brown Miller Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2025, closing a stake of 2,780 shares — an estimated $475K sold.

Brown Miller Wealth Management first reported a position in QUAL in Q4 2020 and held it in 8 quarters. The position peaked at $502K in Q1 2024. 1,502 funds tracked by Wall St. Rank hold QUAL as of Q2 2025.

Brown Miller Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
Brown Miller Wealth Management sold 2,780 iShares MSCI USA Quality Factor ETF shares in Q2 2025, an estimated $475K.
Brown Miller Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and held it in 8 quarters.
Brown Miller Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $502K in Q1 2024.
1,502 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2025.

Based on Brown Miller Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.