Clarity Capital Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Clarity Capital Partners’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 Q2	$548K	Sell	2,995 -4,295	-59%	-$741K	0.2%	48
2025 Q1	$1.25M	Sell	7,290 -123	-2%	-$22K	0.5%	35
2024 Q4	$1.32M	Sell	7,413 -436	-6%	-$79.2K	0.68%	33
2024 Q3	$1.41M	Buy	7,849 +173	+2%	+$30K	0.83%	34
2024 Q2	$1.31M	Buy	7,676 +256	+3%	+$42K	0.8%	35
2024 Q1	$1.22M	Sell	7,420 -495	-6%	-$77.3K	0.8%	37
2023 Q4	$1.16M	Buy	+7,915	New	+$1.1M	0.82%	30

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $202B AUM 37.79% 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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Clarity Capital Partners's QUAL Position: Q2 2025 in Review

Clarity Capital Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 59% in Q2 2025, selling an estimated $741K and leaving 2,995 shares worth $548K. The position accounts for 0.2% of the portfolio, ranked #48.

Clarity Capital Partners first reported a position in QUAL in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.41M in Q3 2024. 1,502 funds tracked by Wall St. Rank hold QUAL as of Q2 2025.

Clarity Capital Partners held 2,995 shares of iShares MSCI USA Quality Factor ETF worth $548K as of Q2 2025.
Clarity Capital Partners sold 4,295 iShares MSCI USA Quality Factor ETF shares in Q2 2025, an estimated $741K.
iShares MSCI USA Quality Factor ETF made up 0.2% of Clarity Capital Partners's portfolio in Q2 2025, its #48 holding.
Clarity Capital Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 7 quarters since.
Clarity Capital Partners's iShares MSCI USA Quality Factor ETF position peaked at $1.41M in Q3 2024.
1,502 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2025.

Based on Clarity Capital Partners's 13F filing for Q2 2025, filed 21 Jul 2025.