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 Q2	$4.03M	Sell	18,385 -1,268	-6%	-$266K	0.26%	93
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 $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clear Creek Financial Management's QUAL Position: Q2 2026 in Review

Clear Creek Financial Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 6.5% in Q2 2026, selling an estimated $266K and leaving 18,385 shares worth $4.03M. The position accounts for 0.26% of the portfolio, ranked #93.

Clear Creek Financial Management first reported a position in QUAL in Q2 2020 and has held it in 14 quarters since. 1,648 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Clear Creek Financial Management held 18,385 shares of iShares MSCI USA Quality Factor ETF worth $4.03M as of Q2 2026.
Clear Creek Financial Management sold 1,268 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $266K.
iShares MSCI USA Quality Factor ETF made up 0.26% of Clear Creek Financial Management's portfolio in Q2 2026, its #93 holding.
Clear Creek Financial Management first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2020 and has held it in 14 quarters since.
1,648 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Clear Creek Financial Management's 13F filing for Q2 2026, filed 28 Jul 2026.