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Cardinal Point Capital Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Cardinal Point Capital Management’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 		$1.15M Sell
5,225
-18
-0.3% -$3.77K 0.07% 119
2026
Q1 		$1.01M Buy
5,243
+3,409
+186% +$683K 0.06% 119
2025
Q4 		$364K Hold
1,834
– – 0.02% 186
2025
Q3 		$354K Buy
1,834
+21
+1% +$3.94K 0.02% 188
2025
Q2 		$332K Hold
1,813
– – 0.03% 174
2025
Q1 		$310K Buy
1,813
+416
+30% +$74.5K 0.03% 149
2024
Q4 		$249K Hold
1,397
– – 0.04% 77
2024
Q3 		$250K Hold
1,397
– – 0.04% 73
2024
Q2 		$239K Hold
1,397
– – 0.04% 67
2024
Q1 		$230K Hold
1,397
– – 0.04% 66
2023
Q4 		$206K Buy
+1,397
New +$193K 0.05% 66

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

Cardinal Point Capital Management's QUAL Position: Q2 2026 in Review

Cardinal Point Capital Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.34% in Q2 2026, selling an estimated $3.77K and leaving 5,225 shares worth $1.15M. The position accounts for 0.07% of the portfolio, ranked #119.

Cardinal Point Capital Management first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Cardinal Point Capital Management held 5,225 shares of iShares MSCI USA Quality Factor ETF worth $1.15M as of Q2 2026.
  • Cardinal Point Capital Management sold 18 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $3.77K.
  • iShares MSCI USA Quality Factor ETF made up 0.07% of Cardinal Point Capital Management's portfolio in Q2 2026, its #119 holding.
  • Cardinal Point Capital Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Cardinal Point Capital Management's 13F filing for Q2 2026, filed 14 Jul 2026.