Catalyst Financial Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Catalyst Financial 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 Q2	–	Sell	-1,916	Closed	-$368K	–	432
2026 Q1	$368K	Buy	1,916 +383	+25%	+$76.8K	0.04%	255
2025 Q4	$304K	Sell	1,533 -492	-24%	-$96.7K	0.03%	247
2025 Q3	$394K	Sell	2,025 -163	-7%	-$30.6K	0.05%	201
2025 Q2	$400K	Buy	2,188 +302	+16%	+$52.1K	0.04%	196
2025 Q1	$322K	Buy	1,886 +140	+8%	+$25.1K	0.06%	204
2024 Q4	$311K	Buy	1,746 +362	+26%	+$65.8K	0.06%	203
2024 Q3	$248K	Buy	+1,384	New	+$240K	0.05%	232

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

Catalyst Financial Partners's QUAL Position: Q2 2026 in Review

Catalyst Financial Partners sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 1,916 shares — an estimated $368K sold.

Catalyst Financial Partners first reported a position in QUAL in Q3 2024 and held it in 7 quarters. The position peaked at $400K in Q2 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Catalyst Financial Partners reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
Catalyst Financial Partners sold 1,916 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $368K.
Catalyst Financial Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and held it in 7 quarters.
Catalyst Financial Partners's iShares MSCI USA Quality Factor ETF position peaked at $400K in Q2 2025.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Catalyst Financial Partners's 13F filing for Q2 2026, filed 30 Jul 2026.