Burton Enright Welch’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Burton Enright Welch’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	$2.42M	Buy	11,028 +16	+0.1%	+$3.35K	0.28%	44
2026 Q1	$2.11M	Buy	11,012 +1,246	+13%	+$250K	0.29%	43
2025 Q4	$1.94M	Sell	9,766 -25	-0.3%	-$4.91K	0.27%	46
2025 Q3	$1.9M	Sell	9,791 -43	-0.4%	-$8.07K	0.29%	43
2025 Q2	$1.8M	Buy	+9,834	New	+$1.7M	0.31%	42

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

Burton Enright Welch's QUAL Position: Q2 2026 in Review

Burton Enright Welch increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.15% in Q2 2026, buying an estimated $3.35K and bringing the position to 11,028 shares worth $2.42M. The position accounts for 0.28% of the portfolio, ranked #44.

Burton Enright Welch first reported a position in QUAL in Q2 2025 and has held it in 5 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Burton Enright Welch held 11,028 shares of iShares MSCI USA Quality Factor ETF worth $2.42M as of Q2 2026.
Burton Enright Welch bought 16 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $3.35K.
iShares MSCI USA Quality Factor ETF made up 0.28% of Burton Enright Welch's portfolio in Q2 2026, its #44 holding.
Burton Enright Welch first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Burton Enright Welch's 13F filing for Q2 2026, filed 17 Jul 2026.