Clear Creek Financial Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Clear Creek Financial 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
2026 Q1	$3.77M	Buy	19,653 +548	+3%	+$110K	0.29%	79
2025 Q4	$3.79M	Sell	19,105 -319	-2%	-$62.7K	0.31%	68
2025 Q3	$3.78M	Buy	19,424 +1,178	+6%	+$221K	0.33%	64
2025 Q2	$3.34M	Buy	18,246 +3,665	+25%	+$633K	0.32%	67
2025 Q1	$2.49M	Buy	14,581 +1,511	+12%	+$271K	0.26%	84
2024 Q4	$2.33M	Buy	13,070 +1,015	+8%	+$184K	0.25%	88
2024 Q3	$2.16M	Buy	12,055 +2	+0%	+$347	0.24%	89
2024 Q2	$2.06M	Buy	12,053 +579	+5%	+$95.1K	0.25%	85
2024 Q1	$1.89M	Sell	11,474 -284	-2%	-$44.4K	0.24%	84
2023 Q4	$1.73M	Buy	11,758 +6,825	+138%	+$945K	0.27%	73
2023 Q3	$650K	Buy	4,933 +324	+7%	+$44.2K	0.11%	143
2023 Q2	$622K	Buy	+4,609	New	+$586K	0.11%	153
2020 Q3	–	Sell	-11,953	Closed	-$1.15M	–	221
2020 Q2	$1.15M	Buy	+11,953	New	+$1.1M	0.3%	56

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

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

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

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

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

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

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

Clear Creek Financial Management's QUAL Position: Q1 2026 in Review

Clear Creek Financial Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.9% in Q1 2026, buying an estimated $110K and bringing the position to 19,653 shares worth $3.77M. The position accounts for 0.29% of the portfolio, ranked #79.

Clear Creek Financial Management first reported a position in QUAL in Q2 2020 and has held it in 13 quarters since. The position peaked at $3.79M in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Clear Creek Financial Management held 19,653 shares of iShares MSCI USA Quality Factor ETF worth $3.77M as of Q1 2026.
Clear Creek Financial Management bought 548 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $110K.
iShares MSCI USA Quality Factor ETF made up 0.29% of Clear Creek Financial Management's portfolio in Q1 2026, its #79 holding.
Clear Creek Financial Management first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2020 and has held it in 13 quarters since.
Clear Creek Financial Management's iShares MSCI USA Quality Factor ETF position peaked at $3.79M in Q4 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Clear Creek Financial Management's 13F filing for Q1 2026, filed 23 Apr 2026.