Bush Investment Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Bush Investment 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	$2.05M	Buy	10,705 +310	+3%	+$62.1K	1.12%	21
2025 Q4	$2.06M	Sell	10,395 -10,387	-50%	-$2.04M	1.16%	19
2025 Q3	$4.04M	Sell	20,782 -633	-3%	-$119K	2.4%	12
2025 Q2	$3.92M	Buy	21,415 +1,190	+6%	+$205K	2.63%	9
2025 Q1	$3.46M	Buy	20,225 +2,019	+11%	+$361K	2.6%	10
2024 Q4	$3.24M	Buy	18,206 +1,047	+6%	+$190K	2.53%	9
2024 Q3	$3.08M	Buy	17,159 +768	+5%	+$133K	2.46%	9
2024 Q2	$2.8M	Buy	16,391 +400	+3%	+$65.7K	2.4%	8
2024 Q1	$2.63M	Buy	15,991 +2,866	+22%	+$448K	2.32%	7
2023 Q4	$2.03M	Buy	+13,125	New	+$1.82M	1.87%	10

Other funds holding QUAL

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

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

LPL Financial San Diego, California $377B AUM 19.32% 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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Bush Investment Group's QUAL Position: Q1 2026 in Review

Bush Investment Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 3% in Q1 2026, buying an estimated $62.1K and bringing the position to 10,705 shares worth $2.05M. The position accounts for 1.12% of the portfolio, ranked #21.

Bush Investment Group first reported a position in QUAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.04M in Q3 2025. 1,643 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Bush Investment Group held 10,705 shares of iShares MSCI USA Quality Factor ETF worth $2.05M as of Q1 2026.
Bush Investment Group bought 310 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $62.1K.
iShares MSCI USA Quality Factor ETF made up 1.12% of Bush Investment Group's portfolio in Q1 2026, its #21 holding.
Bush Investment Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
Bush Investment Group's iShares MSCI USA Quality Factor ETF position peaked at $4.04M in Q3 2025.
1,643 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Bush Investment Group's 13F filing for Q1 2026, filed 3 Aug 2026.