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Cambridge Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Cambridge Advisors’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
-1,506
Closed -$257K – 176
2025
Q1 		$257K Sell
1,506
-71
-5% -$12.7K 0.06% 157
2024
Q4 		$281K Sell
1,577
-14
-0.9% -$2.54K 0.06% 148
2024
Q3 		$285K Buy
1,591
+4
+0.3% +$694 0.06% 145
2024
Q2 		$271K Buy
1,587
+3
+0.2% +$493 0.06% 150
2024
Q1 		$260K Sell
1,584
-23
-1% -$3.59K 0.06% 154
2023
Q4 		$236K Buy
1,607
+10
+0.6% +$1.38K 0.06% 156
2023
Q3 		$211K Sell
1,597
-1
-0.1% -$137 0.06% 158
2023
Q2 		$216K Sell
1,598
-27
-2% -$3.43K 0.06% 159
2023
Q1 		$202K Buy
+1,625
New +$195K 0.05% 173
2022
Q2 		– Sell
-1,653
Closed -$222K – 189
2022
Q1 		$222K Buy
1,653
+7
+0.4% +$930 0.05% 168
2021
Q4 		$240K Sell
1,646
-3
-0.2% -$424 0.05% 166
2021
Q3 		$217K Sell
1,649
-102
-6% -$14K 0.05% 169
2021
Q2 		$233K Buy
1,751
+10
+0.6% +$1.28K 0.06% 159
2021
Q1 		$212K Sell
1,741
-777
-31% -$91.8K 0.05% 158
2020
Q4 		$293K Buy
2,518
+20
+0.8% +$2.2K 0.08% 134
2020
Q3 		$259K Buy
2,498
+11
+0.4% +$1.13K 0.08% 132
2020
Q2 		$239K Buy
+2,487
New +$228K 0.07% 131
2020
Q1 		– Sell
-2,210
Closed -$223K – 148
2019
Q4 		$223K Buy
+2,210
New +$213K 0.07% 135

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Cambridge Advisors's QUAL Position: Q2 2025 in Review

Cambridge Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2025, closing a stake of 1,506 shares — an estimated $257K sold.

Cambridge Advisors first reported a position in QUAL in Q4 2019 and held it in 18 quarters. The position peaked at $293K in Q4 2020. 1,502 funds tracked by Wall St. Rank hold QUAL as of Q2 2025.

  • Cambridge Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2025 after selling out during the quarter.
  • Cambridge Advisors sold 1,506 iShares MSCI USA Quality Factor ETF shares in Q2 2025, an estimated $257K.
  • Cambridge Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2019 and held it in 18 quarters.
  • Cambridge Advisors's iShares MSCI USA Quality Factor ETF position peaked at $293K in Q4 2020.
  • 1,502 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2025.

Based on Cambridge Advisors's 13F filing for Q2 2025, filed 16 Jul 2025.