Capital Group Private Client Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Capital Group Private Client Services’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	$1.74M	Buy	7,934 +5,072	+177%	+$1.06M	0.02%	173
2026 Q1	$549K	Hold	2,862	–	–	0.01%	210
2025 Q4	$568K	Hold	2,862	–	–	0.01%	233
2025 Q3	$557K	Buy	2,862 +1,611	+129%	+$302K	0.01%	240
2025 Q2	$229K	Buy	+1,251	New	+$216K	﹤0.01%	274

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Capital Group Private Client Services's QUAL Position: Q2 2026 in Review

Capital Group Private Client Services increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 177% in Q2 2026, buying an estimated $1.06M and bringing the position to 7,934 shares worth $1.74M. The position accounts for 0.02% of the portfolio, ranked #173.

Capital Group Private Client Services first reported a position in QUAL in Q2 2025 and has held it in 5 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Capital Group Private Client Services held 7,934 shares of iShares MSCI USA Quality Factor ETF worth $1.74M as of Q2 2026.
Capital Group Private Client Services bought 5,072 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.06M.
iShares MSCI USA Quality Factor ETF made up 0.02% of Capital Group Private Client Services's portfolio in Q2 2026, its #173 holding.
Capital Group Private Client Services first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 5 quarters since.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Capital Group Private Client Services's 13F filing for Q2 2026, filed 12 Aug 2026.