CIBC Private Wealth Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

CIBC Private Wealth 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
2025 Q4	$929K	Buy	4,676 +25	+0.5%	+$4.91K	﹤0.01%	720
2025 Q3	$905K	Sell	4,651 -880	-16%	-$165K	﹤0.01%	720
2025 Q2	$1.01M	Sell	5,531 -300	-5%	-$51.8K	﹤0.01%	669
2025 Q1	$889K	Buy	5,831 +784	+16%	+$140K	﹤0.01%	666
2024 Q4	$903K	Buy	5,047 +462	+10%	+$83.9K	﹤0.01%	715
2024 Q3	$822K	Sell	4,585 -1,385	-23%	-$240K	﹤0.01%	737
2024 Q2	$1.03M	Sell	5,970 -1,168	-16%	-$192K	﹤0.01%	660
2024 Q1	$1.17M	Buy	7,138 +2,094	+42%	+$327K	﹤0.01%	631
2023 Q4	$742K	Buy	5,044 +2,340	+87%	+$324K	﹤0.01%	707
2023 Q3	$356K	Buy	+2,704	New	+$369K	﹤0.01%	837

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

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

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

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

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Private Wealth Group's QUAL Position: Q4 2025 in Review

CIBC Private Wealth Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.54% in Q4 2025, buying an estimated $4.91K and bringing the position to 4,676 shares worth $929K. The position accounts for ﹤0.01% of the portfolio, ranked #720.

CIBC Private Wealth Group first reported a position in QUAL in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.17M in Q1 2024. 1,625 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

CIBC Private Wealth Group held 4,676 shares of iShares MSCI USA Quality Factor ETF worth $929K as of Q4 2025.
CIBC Private Wealth Group bought 25 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $4.91K.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of CIBC Private Wealth Group's portfolio in Q4 2025, its #720 holding.
CIBC Private Wealth Group first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2023 and has held it in 10 quarters since.
CIBC Private Wealth Group's iShares MSCI USA Quality Factor ETF position peaked at $1.17M in Q1 2024.
1,625 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on CIBC Private Wealth Group's 13F filing for Q4 2025, filed 12 Feb 2026.