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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
Q2 		$38.6M Buy
175,888
+601
+0.3% +$126K 5.2% 3
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 $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

CFO4Life Group's QUAL Position: Q2 2026 in Review

CFO4Life Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.34% in Q2 2026, buying an estimated $126K and bringing the position to 175,888 shares worth $38.6M. The position accounts for 5.2% of the portfolio, ranked #3.

CFO4Life Group first reported a position in QUAL in Q1 2017 and has held it in 26 quarters since. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • CFO4Life Group held 175,888 shares of iShares MSCI USA Quality Factor ETF worth $38.6M as of Q2 2026.
  • CFO4Life Group bought 601 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $126K.
  • iShares MSCI USA Quality Factor ETF made up 5.2% of CFO4Life Group's portfolio in Q2 2026, its #3 holding.
  • CFO4Life Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2017 and has held it in 26 quarters since.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on CFO4Life Group's 13F filing for Q2 2026, filed 12 Aug 2026.