Cambridge Investment Research Advisors
QUAL icon

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

Cambridge Investment Research 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
2026
Q2 		$78.7M Sell
358,459
-103,266
-22% -$21.7M 0.18% 99
2026
Q1 		$88.6M Sell
461,725
-47,182
-9% -$9.46M 0.23% 77
2025
Q4 		$101M Sell
508,907
-80,626
-14% -$15.8M 0.27% 59
2025
Q3 		$115M Sell
589,533
-43,236
-7% -$8.11M 0.31% 48
2025
Q2 		$116M Buy
632,769
+2,179
+0.3% +$376K 0.35% 45
2025
Q1 		$108M Buy
630,590
+56,461
+10% +$10.1M 0.36% 44
2024
Q4 		$102M Sell
574,129
-33,915
-6% -$6.16M 0.34% 47
2024
Q3 		$109M Buy
608,044
+33,094
+6% +$5.74M 0.37% 40
2024
Q2 		$98.2M Buy
574,950
+37,604
+7% +$6.17M 0.36% 42
2024
Q1 		$88.3M Sell
537,346
-472
-0.1% -$73.7K 0.34% 45
2023
Q4 		$79.1M Buy
537,818
+51,842
+11% +$7.18M 0.34% 47
2023
Q3 		$64M Buy
485,976
+41,812
+9% +$5.71M 0.3% 55
2023
Q2 		$59.9M Sell
444,164
-33,140
-7% -$4.22M 0.27% 59
2023
Q1 		$59.2M Buy
477,304
+221,063
+86% +$26.5M 0.29% 59
2022
Q4 		$29.2M Buy
256,241
+20,924
+9% +$2.37M 0.15% 137
2022
Q3 		$24.5M Buy
235,317
+33,028
+16% +$3.86M 0.14% 151
2022
Q2 		$22.6M Sell
202,289
-16,220
-7% -$1.98M 0.12% 171
2022
Q1 		$29.4M Sell
218,509
-26,859
-11% -$3.57M 0.14% 160
2021
Q4 		$35.7M Buy
245,368
+4,825
+2% +$682K 0.16% 125
2021
Q3 		$31.7M Buy
240,543
+19,959
+9% +$2.74M 0.16% 128
2021
Q2 		$29.3M Buy
220,584
+13,288
+6% +$1.7M 0.14% 145
2021
Q1 		$25.2M Sell
207,296
-5,642
-3% -$666K 0.14% 157
2020
Q4 		$24.7M Sell
212,938
-18,140
-8% -$2M 0.14% 142
2020
Q3 		$24M Sell
231,078
-46,327
-17% -$4.74M 0.16% 135
2020
Q2 		$26.6M Buy
277,405
+140
+0.1% +$12.9K 0.2% 102
2020
Q1 		$22.5M Sell
277,265
-126,151
-31% -$12M 0.22% 95
2019
Q4 		$40.7M Buy
403,416
+166,129
+70% +$16M 0.31% 62
2019
Q3 		$21.9M Buy
237,287
+21,536
+10% +$1.98M 0.19% 108
2019
Q2 		$19.7M Buy
215,751
+72,967
+51% +$6.57M 0.18% 117
2019
Q1 		$12.6M Buy
142,784
+72,708
+104% +$6.12M 0.12% 170
2018
Q4 		$5.38M Sell
70,076
-12,900
-16% -$1.07M 0.06% 300
2018
Q3 		$7.5M Buy
82,976
+11,759
+17% +$1.03M 0.07% 269
2018
Q2 		$5.94M Buy
71,217
+12,926
+22% +$1.08M 0.06% 292
2018
Q1 		$4.82M Buy
58,291
+26,066
+81% +$2.21M 0.05% 329
2017
Q4 		$2.67M Buy
32,225
+23,514
+270% +$1.9M 0.03% 491
2017
Q3 		$672K Buy
8,711
+1,495
+21% +$113K 0.01% 1053
2017
Q2 		$537K Buy
7,216
+2,579
+56% +$190K 0.01% 1162
2017
Q1 		$338K Buy
4,637
+1,051
+29% +$75.4K 0.01% 1298
2016
Q4 		$248K Sell
3,586
-1,200
-25% -$81.4K ﹤0.01% 1381
2016
Q3 		$323K Sell
4,786
-815
-15% -$55.2K 0.01% 1258
2016
Q2 		$370K Sell
5,601
-6,280
-53% -$413K 0.01% 1091
2016
Q1 		$780K Sell
11,881
-2,891
-20% -$180K 0.02% 675
2015
Q4 		$954K Buy
14,772
+6,242
+73% +$404K 0.02% 563
2015
Q3 		$516K Buy
+8,530
New +$537K 0.01% 746

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

Cambridge Investment Research Advisors's QUAL Position: Q2 2026 in Review

Cambridge Investment Research Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 22% in Q2 2026, selling an estimated $21.7M and leaving 358,459 shares worth $78.7M. The position accounts for 0.18% of the portfolio, ranked #99.

Cambridge Investment Research Advisors first reported a position in QUAL in Q3 2015 and has held it in 44 quarters since. The position peaked at $116M in Q2 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Cambridge Investment Research Advisors held 358,459 shares of iShares MSCI USA Quality Factor ETF worth $78.7M as of Q2 2026.
  • Cambridge Investment Research Advisors sold 103,266 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $21.7M.
  • iShares MSCI USA Quality Factor ETF made up 0.18% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #99 holding.
  • Cambridge Investment Research Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2015 and has held it in 44 quarters since.
  • Cambridge Investment Research Advisors's iShares MSCI USA Quality Factor ETF position peaked at $116M in Q2 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.