Center For Asset Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Center For Asset 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 Q1	$226K	Buy	1,176 +3	+0.3%	+$601	0.11%	138
2025 Q4	$233K	Buy	1,173 +3	+0.3%	+$589	0.12%	134
2025 Q3	$228K	Sell	1,170 -37	-3%	-$6.94K	0.12%	129
2025 Q2	$215K	Sell	1,207 -2	-0.2%	-$345	0.13%	120
2025 Q1	$207K	Buy	1,209 +3	+0.2%	+$537	0.13%	127
2024 Q4	$215K	Buy	1,206 +3	+0.2%	+$545	0.14%	116
2024 Q3	$216K	Buy	1,203 +4	+0.3%	+$694	0.13%	118
2024 Q2	$205K	Buy	+1,199	New	+$197K	0.14%	117

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Center For Asset Management's QUAL Position: Q1 2026 in Review

Center For Asset Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.26% in Q1 2026, buying an estimated $601 and bringing the position to 1,176 shares worth $226K. The position accounts for 0.11% of the portfolio, ranked #138.

Center For Asset Management first reported a position in QUAL in Q2 2024 and has held it in 8 quarters since. The position peaked at $233K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Center For Asset Management held 1,176 shares of iShares MSCI USA Quality Factor ETF worth $226K as of Q1 2026.
Center For Asset Management bought 3 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $601.
iShares MSCI USA Quality Factor ETF made up 0.11% of Center For Asset Management's portfolio in Q1 2026, its #138 holding.
Center For Asset Management first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 8 quarters since.
Center For Asset Management's iShares MSCI USA Quality Factor ETF position peaked at $233K in Q4 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Center For Asset Management's 13F filing for Q1 2026, filed 16 Apr 2026.