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Buttonwood Financial Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Buttonwood Financial 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
Q2 		$4.23M Sell
19,285
-253
-1% -$53.1K 2.42% 13
2026
Q1 		$3.75M Sell
19,538
-1,585
-8% -$318K 2.31% 13
2025
Q4 		$4.31M Sell
21,123
-5,929
-22% -$1.16M 2.29% 12
2025
Q3 		$5.3M Sell
27,052
-112,996
-81% -$21.2M 2.29% 12
2025
Q2 		$25.7M Buy
140,048
+4,921
+4% +$849K 13.05% 2
2025
Q1 		$21.7M Buy
135,127
+13,094
+11% +$2.34M 12.73% 3
2024
Q4 		$22.5M Buy
122,033
+695
+0.6% +$126K 12.44% 3
2024
Q3 		$21.8M Sell
121,338
-1,597
-1% -$277K 13.05% 3
2024
Q2 		$21M Buy
122,935
+4,040
+3% +$663K 11.95% 4
2024
Q1 		$19.5M Buy
118,895
+3,221
+3% +$503K 11.56% 2
2023
Q4 		$17M Buy
115,674
+1,668
+1% +$231K 12.39% 2
2023
Q3 		$14.9M Buy
114,006
+20,690
+22% +$2.83M 10.84% 2
2023
Q2 		$12.9M Sell
93,316
-23,298
-20% -$2.96M 11.19% 3
2023
Q1 		$14.5M Buy
+116,614
New +$14M 14.44% 2

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

Buttonwood Financial Group's QUAL Position: Q2 2026 in Review

Buttonwood Financial Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.3% in Q2 2026, selling an estimated $53.1K and leaving 19,285 shares worth $4.23M. The position accounts for 2.42% of the portfolio, ranked #13.

Buttonwood Financial Group first reported a position in QUAL in Q1 2023 and has held it in 14 quarters since. The position peaked at $25.7M in Q2 2025. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Buttonwood Financial Group held 19,285 shares of iShares MSCI USA Quality Factor ETF worth $4.23M as of Q2 2026.
  • Buttonwood Financial Group sold 253 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $53.1K.
  • iShares MSCI USA Quality Factor ETF made up 2.42% of Buttonwood Financial Group's portfolio in Q2 2026, its #13 holding.
  • Buttonwood Financial Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 14 quarters since.
  • Buttonwood Financial Group's iShares MSCI USA Quality Factor ETF position peaked at $25.7M in Q2 2025.
  • 1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Buttonwood Financial Group's 13F filing for Q2 2026, filed 30 Jul 2026.