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CFO4Life Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

CFO4Life Group’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 		$33.6M Sell
175,287
-943
-0.5% -$189K 5.13% 4
2025
Q4 		$35M Sell
176,230
-2,117
-1% -$416K 4.99% 3
2025
Q3 		$34.7M Buy
178,347
+1,593
+0.9% +$299K 5.04% 3
2025
Q2 		$32.3M Buy
176,754
+1,455
+0.8% +$251K 5.05% 3
2025
Q1 		$30M Sell
175,299
-2,629
-1% -$471K 5.04% 4
2024
Q4 		$31.7M Buy
177,928
+4,142
+2% +$752K 5.57% 5
2024
Q3 		$31.2M Sell
173,786
-2,371
-1% -$411K 5.52% 4
2024
Q2 		$30.1M Sell
176,157
-1,607
-0.9% -$264K 5.66% 4
2024
Q1 		$29.2M Buy
177,764
+5,214
+3% +$815K 5.3% 4
2023
Q4 		$25.4M Buy
172,550
+2,901
+2% +$402K 4.85% 5
2023
Q3 		$22.4M Buy
169,649
+704
+0.4% +$96.1K 5.16% 6
2023
Q2 		$22.8M Sell
168,945
-8,390
-5% -$1.07M 4.89% 6
2023
Q1 		$22M Buy
177,335
+34,448
+24% +$4.14M 5% 7
2022
Q4 		$16.3M Sell
142,887
-31,201
-18% -$3.54M 3.46% 6
2022
Q3 		$18.1M Buy
174,088
+7,957
+5% +$931K 4.82% 7
2022
Q2 		$18.9M Buy
166,131
+2,959
+2% +$361K 4.69% 7
2022
Q1 		$22M Buy
163,172
+6,533
+4% +$867K 4.61% 7
2021
Q4 		$22.8M Buy
156,639
+4,952
+3% +$700K 4.71% 6
2021
Q3 		$20M Buy
151,687
+3,347
+2% +$460K 4.65% 5
2021
Q2 		$19.7M Sell
148,340
-22,383
-13% -$2.87M 4.55% 5
2021
Q1 		$20.8M Buy
170,723
+19,713
+13% +$2.33M 5.17% 4
2020
Q4 		$17.5M Buy
151,010
+10,135
+7% +$1.12M 5.03% 5
2020
Q3 		$14.6M Sell
140,875
-14,866
-10% -$1.52M 4.95% 5
2020
Q2 		$14.9M Buy
+155,741
New +$14.3M 5.74% 3
2017
Q2 		– Sell
-9,416
Closed -$686K – 100
2017
Q1 		$686K Buy
+9,416
New +$675K 0.62% 25

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CFO4Life Group's QUAL Position: Q1 2026 in Review

CFO4Life Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.54% in Q1 2026, selling an estimated $189K and leaving 175,287 shares worth $33.6M. The position accounts for 5.13% of the portfolio, ranked #4.

CFO4Life Group first reported a position in QUAL in Q1 2017 and has held it in 25 quarters since. The position peaked at $35M in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • CFO4Life Group held 175,287 shares of iShares MSCI USA Quality Factor ETF worth $33.6M as of Q1 2026.
  • CFO4Life Group sold 943 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $189K.
  • iShares MSCI USA Quality Factor ETF made up 5.13% of CFO4Life Group's portfolio in Q1 2026, its #4 holding.
  • CFO4Life Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2017 and has held it in 25 quarters since.
  • CFO4Life Group's iShares MSCI USA Quality Factor ETF position peaked at $35M in Q4 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on CFO4Life Group's 13F filing for Q1 2026, filed 11 May 2026.