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Clearwater Capital Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Clearwater Capital 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
2026
Q1 		$397K Sell
2,071
-53
-2% -$10.6K 0.03% 127
2025
Q4 		$422K Sell
2,124
-15
-0.7% -$2.95K 0.04% 117
2025
Q3 		$416K Sell
2,139
-299
-12% -$56.1K 0.04% 120
2025
Q2 		$446K Buy
2,438
+16
+0.7% +$2.76K 0.04% 116
2025
Q1 		$414K Hold
2,422
– – 0.04% 120
2024
Q4 		$431K Sell
2,422
-226
-9% -$41.1K 0.04% 118
2024
Q3 		$475K Buy
2,648
+84
+3% +$14.6K 0.05% 112
2024
Q2 		$438K Hold
2,564
– – 0.05% 106
2024
Q1 		$421K Sell
2,564
-56
-2% -$8.75K 0.04% 103
2023
Q4 		$386K Sell
2,620
-176
-6% -$24.4K 0.04% 104
2023
Q3 		$368K Sell
2,796
-1,275
-31% -$174K 0.05% 97
2023
Q2 		$549K Sell
4,071
-213
-5% -$27.1K 0.07% 87
2023
Q1 		$531K Sell
4,284
-1,546
-27% -$186K 0.06% 88
2022
Q4 		$664K Sell
5,830
-458
-7% -$51.9K 0.09% 81
2022
Q3 		$654K Buy
6,288
+186
+3% +$21.8K 0.09% 85
2022
Q2 		$682K Hold
6,102
– – 0.09% 82
2022
Q1 		$822K Hold
6,102
– – 0.09% 82
2021
Q4 		$888K Sell
6,102
-43
-0.7% -$6.08K 0.1% 85
2021
Q3 		$809K Sell
6,145
-846
-12% -$116K 0.09% 88
2021
Q2 		$929K Sell
6,991
-55
-0.8% -$7.05K 0.11% 81
2021
Q1 		$858K Sell
7,046
-1,233
-15% -$146K 0.11% 86
2020
Q4 		$962K Sell
8,279
-175
-2% -$19.3K 0.13% 75
2020
Q3 		$877K Sell
8,454
-52
-0.6% -$5.33K 0.14% 72
2020
Q2 		$816K Sell
8,506
-5,344
-39% -$491K 0.14% 75
2020
Q1 		$1.12M Buy
13,850
+4,195
+43% +$400K 0.24% 63
2019
Q4 		$975K Sell
9,655
-7,935
-45% -$764K 0.16% 91
2019
Q3 		$1.63M Sell
17,590
-2,343
-12% -$216K 0.29% 81
2019
Q2 		$1.82M Sell
19,933
-1,487
-7% -$134K 0.33% 78
2019
Q1 		$1.9M Sell
21,420
-3,908
-15% -$329K 0.36% 79
2018
Q4 		$1.94M Buy
25,328
+16,135
+176% +$1.34M 0.43% 77
2018
Q3 		$831K Buy
+9,193
New +$807K 0.16% 114

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Clearwater Capital Advisors's QUAL Position: Q1 2026 in Review

Clearwater Capital Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.5% in Q1 2026, selling an estimated $10.6K and leaving 2,071 shares worth $397K. The position accounts for 0.03% of the portfolio, ranked #127.

Clearwater Capital Advisors first reported a position in QUAL in Q3 2018 and has held it in 31 quarters since. The position peaked at $1.94M in Q4 2018. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Clearwater Capital Advisors held 2,071 shares of iShares MSCI USA Quality Factor ETF worth $397K as of Q1 2026.
  • Clearwater Capital Advisors sold 53 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $10.6K.
  • iShares MSCI USA Quality Factor ETF made up 0.03% of Clearwater Capital Advisors's portfolio in Q1 2026, its #127 holding.
  • Clearwater Capital Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2018 and has held it in 31 quarters since.
  • Clearwater Capital Advisors's iShares MSCI USA Quality Factor ETF position peaked at $1.94M in Q4 2018.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Clearwater Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.