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Certus Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Certus Wealth 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
2025
Q3 		$7.71M Sell
39,619
-3,783
-9% -$710K 4.61% 8
2025
Q2 		$7.93M Buy
43,402
+799
+2% +$138K 5.11% 5
2025
Q1 		$7.51M Buy
42,603
+5,482
+15% +$981K 5.1% 5
2024
Q4 		$6.84M Buy
37,121
+496
+1% +$90.1K 4.58% 10
2024
Q3 		$6.57M Buy
36,625
+1,625
+5% +$282K 4.57% 9
2024
Q2 		$5.98M Buy
35,000
+11,162
+47% +$1.83M 4.54% 7
2024
Q1 		$3.79M Sell
23,838
-10,160
-30% -$1.59M 3.02% 9
2023
Q4 		$5M Buy
33,998
+2,066
+6% +$286K 4.24% 6
2023
Q3 		$4.21M Buy
31,932
+14,280
+81% +$1.95M 4.02% 8
2023
Q2 		$2.38M Buy
+17,652
New +$2.25M 2.37% 11

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Certus Wealth Management's QUAL Position: Q3 2025 in Review

Certus Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 8.7% in Q3 2025, selling an estimated $710K and leaving 39,619 shares worth $7.71M. The position accounts for 4.61% of the portfolio, ranked #8.

Certus Wealth Management first reported a position in QUAL in Q2 2023 and has held it in 10 quarters since. The position peaked at $7.93M in Q2 2025. 1,514 funds tracked by Wall St. Rank hold QUAL as of Q3 2025.

  • Certus Wealth Management held 39,619 shares of iShares MSCI USA Quality Factor ETF worth $7.71M as of Q3 2025.
  • Certus Wealth Management sold 3,783 iShares MSCI USA Quality Factor ETF shares in Q3 2025, an estimated $710K.
  • iShares MSCI USA Quality Factor ETF made up 4.61% of Certus Wealth Management's portfolio in Q3 2025, its #8 holding.
  • Certus Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and has held it in 10 quarters since.
  • Certus Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $7.93M in Q2 2025.
  • 1,514 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2025.

Based on Certus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.