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Clear Investment Research’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Clear Investment Research’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 		$350K Buy
1,595
+7
+0.4% +$1.47K 0.54% 44
2026
Q1 		$305K Sell
1,588
-314
-17% -$62.9K 0.48% 44
2025
Q4 		$378K Sell
1,902
-8
-0.4% -$1.57K 0.63% 38
2025
Q3 		$372K Buy
1,910
+91
+5% +$17.1K 0.5% 41
2025
Q2 		$333K Buy
1,819
+15
+0.8% +$2.59K 0.42% 45
2025
Q1 		$308K Buy
1,804
+37
+2% +$6.62K 0.41% 44
2024
Q4 		$315K Buy
1,767
+12
+0.7% +$2.18K 0.41% 45
2024
Q3 		$315K Buy
1,755
+15
+0.9% +$2.6K 0.41% 43
2024
Q2 		$297K Sell
1,740
-45
-3% -$7.39K 0.39% 40
2024
Q1 		$293K Sell
1,785
-71
-4% -$11.1K 0.39% 41
2023
Q4 		$273K Sell
1,856
-24
-1% -$3.32K 0.38% 44
2023
Q3 		$248K Sell
1,880
-8
-0.4% -$1.09K 0.43% 38
2023
Q2 		$255K Sell
1,888
-56
-3% -$7.12K 0.43% 37
2023
Q1 		$241K Sell
1,944
-134
-6% -$16.1K 0.42% 36
2022
Q4 		$237K Sell
2,078
-27
-1% -$3.06K 0.46% 35
2022
Q3 		$219K Buy
2,105
+31
+1% +$3.63K 0.46% 36
2022
Q2 		$232K Buy
2,074
+54
+3% +$6.59K 0.51% 36
2022
Q1 		$272K Sell
2,020
-466
-19% -$61.9K 0.53% 36
2021
Q4 		$362K Sell
2,486
-65
-3% -$9.19K 0.55% 35
2021
Q3 		$336K Sell
2,551
-59
-2% -$8.11K 0.54% 34
2021
Q2 		$347K Sell
2,610
-25
-0.9% -$3.21K 0.58% 33
2021
Q1 		$321K Sell
2,635
-54
-2% -$6.38K 0.58% 30
2020
Q4 		$313K Sell
2,689
-147
-5% -$16.2K 0.57% 30
2020
Q3 		$294K Sell
2,836
-12
-0.4% -$1.23K 0.6% 30
2020
Q2 		$273K Buy
2,848
+1,366
+92% +$125K 0.59% 32
2020
Q1 		$120K Sell
1,482
-46
-3% -$4.39K 0.29% 46
2019
Q4 		$154K Sell
1,528
-291
-16% -$28K 0.32% 43
2019
Q3 		$168K Buy
1,819
+692
+61% +$63.6K 0.36% 41
2019
Q2 		$103K Buy
1,127
+61
+6% +$5.49K 0.17% 51
2019
Q1 		$94K Buy
1,066
+229
+27% +$19.3K 0.15% 50
2018
Q4 		$64K Buy
+837
New +$69.4K 0.1% 58

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

Clear Investment Research's QUAL Position: Q2 2026 in Review

Clear Investment Research increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.44% in Q2 2026, buying an estimated $1.47K and bringing the position to 1,595 shares worth $350K. The position accounts for 0.54% of the portfolio, ranked #44.

Clear Investment Research first reported a position in QUAL in Q4 2018 and has held it in 31 quarters since. The position peaked at $378K in Q4 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Clear Investment Research held 1,595 shares of iShares MSCI USA Quality Factor ETF worth $350K as of Q2 2026.
  • Clear Investment Research bought 7 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.47K.
  • iShares MSCI USA Quality Factor ETF made up 0.54% of Clear Investment Research's portfolio in Q2 2026, its #44 holding.
  • Clear Investment Research first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2018 and has held it in 31 quarters since.
  • Clear Investment Research's iShares MSCI USA Quality Factor ETF position peaked at $378K in Q4 2025.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Clear Investment Research's 13F filing for Q2 2026, filed 11 Aug 2026.