Capital Insight Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Capital Insight Partners’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	–	Sell	-2,439	Closed	-$484K	–	85
2025 Q4	$484K	Sell	2,439 -149	-6%	-$29.3K	0.1%	103
2025 Q3	$503K	Buy	2,588 +27	+1%	+$5.07K	0.08%	132
2025 Q2	$468K	Sell	2,561 -235	-8%	-$40.6K	0.08%	135
2025 Q1	$478K	Buy	2,796 +920	+49%	+$165K	0.08%	134
2024 Q4	$334K	Buy	1,876 +188	+11%	+$34.1K	0.06%	143
2024 Q3	$303K	Buy	+1,688	New	+$293K	0.05%	140

Other funds holding QUAL

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

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

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

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

Capital Insight Partners's QUAL Position: Q1 2026 in Review

Capital Insight Partners sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 2,439 shares — an estimated $484K sold.

Capital Insight Partners first reported a position in QUAL in Q3 2024 and held it in 6 quarters. The position peaked at $503K in Q3 2025. 1,650 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Capital Insight Partners reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
Capital Insight Partners sold 2,439 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $484K.
Capital Insight Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and held it in 6 quarters.
Capital Insight Partners's iShares MSCI USA Quality Factor ETF position peaked at $503K in Q3 2025.
1,650 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Capital Insight Partners's 13F filing for Q1 2026.