Caitlin John’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Caitlin John’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	$3.45K	Hold	18	–	–	﹤0.01%	661
2025 Q4	$3.58K	Hold	18	–	–	﹤0.01%	669
2025 Q3	$3.5K	Buy	+18	New	+$3.38K	﹤0.01%	633
2025 Q1	–	Sell	-18	Closed	-$3.21K	–	631
2024 Q4	$3.21K	Hold	18	–	–	﹤0.01%	606
2024 Q3	$3.31K	Hold	18	–	–	﹤0.01%	603
2024 Q2	$3.07K	Hold	18	–	–	﹤0.01%	607
2024 Q1	$2.96K	Hold	18	–	–	﹤0.01%	636
2023 Q4	$2.65K	Buy	+18	New	+$2.49K	﹤0.01%	649

Other funds holding QUAL

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

Caitlin John's QUAL Position: Q1 2026 in Review

Caitlin John held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2026 at 18 shares worth $3.45K. The position accounts for ﹤0.01% of the portfolio, ranked #661.

Caitlin John first reported a position in QUAL in Q4 2023 and has held it in 8 quarters since. The position peaked at $3.58K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Caitlin John held 18 shares of iShares MSCI USA Quality Factor ETF worth $3.45K as of Q1 2026.
Caitlin John left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Caitlin John's portfolio in Q1 2026, its #661 holding.
Caitlin John first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 8 quarters since.
Caitlin John's iShares MSCI USA Quality Factor ETF position peaked at $3.58K in Q4 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Caitlin John's 13F filing for Q1 2026, filed 13 May 2026.