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Clearview Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Clearview Wealth Advisors’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 		$1.77M Sell
8,935
-8,258
-48% -$1.62M 1.12% 23
2025
Q3 		$3.34M Buy
17,193
+791
+5% +$148K 2.14% 11
2025
Q2 		$3M Buy
16,402
+587
+4% +$101K 2.09% 12
2025
Q1 		$2.7M Buy
15,815
+554
+4% +$99.2K 2.02% 13
2024
Q4 		$2.72M Buy
15,261
+292
+2% +$53K 2.07% 13
2024
Q3 		$2.68M Buy
14,969
+980
+7% +$170K 2.07% 12
2024
Q2 		$2.39M Sell
13,989
-954
-6% -$157K 2.09% 11
2024
Q1 		$2.46M Buy
14,943
+5,767
+63% +$901K 2.51% 8
2023
Q4 		$1.35M Buy
9,176
+553
+6% +$76.6K 1.57% 14
2023
Q3 		$1.14M Sell
8,623
-387
-4% -$52.8K 1.41% 15
2023
Q2 		$1.22M Buy
9,010
+5,644
+168% +$718K 1.23% 16
2023
Q1 		$418K Buy
3,366
+1,117
+50% +$134K 0.42% 72
2022
Q4 		$256K Buy
2,249
+10
+0.4% +$1.13K 0.2% 87
2022
Q3 		$233K Buy
2,239
+11
+0.5% +$1.29K 0.18% 77
2022
Q2 		$249K Buy
2,228
+8
+0.4% +$976 0.19% 77
2022
Q1 		$299K Buy
2,220
+6
+0.3% +$797 0.2% 77
2021
Q4 		$322K Buy
2,214
+6
+0.3% +$848 0.2% 92
2021
Q3 		$291K Sell
2,208
-223
-9% -$30.7K 0.18% 100
2021
Q2 		$323K Sell
2,431
-690
-22% -$88.5K 0.2% 89
2021
Q1 		$380K Sell
3,121
-1,126
-27% -$133K 0.25% 79
2020
Q4 		$494K Buy
+4,247
New +$468K 0.33% 62

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Clearview Wealth Advisors's QUAL Position: Q4 2025 in Review

Clearview Wealth Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 48% in Q4 2025, selling an estimated $1.62M and leaving 8,935 shares worth $1.77M. The position accounts for 1.12% of the portfolio, ranked #23.

Clearview Wealth Advisors first reported a position in QUAL in Q4 2020 and has held it in 21 quarters since. The position peaked at $3.34M in Q3 2025. 1,632 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

  • Clearview Wealth Advisors held 8,935 shares of iShares MSCI USA Quality Factor ETF worth $1.77M as of Q4 2025.
  • Clearview Wealth Advisors sold 8,258 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $1.62M.
  • iShares MSCI USA Quality Factor ETF made up 1.12% of Clearview Wealth Advisors's portfolio in Q4 2025, its #23 holding.
  • Clearview Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 21 quarters since.
  • Clearview Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $3.34M in Q3 2025.
  • 1,632 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Clearview Wealth Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.