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Cliff Asness’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Cliff Asness’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 		$21M Buy
95,782
+25,052
+35% +$5.25M 0.01% 1160
2026
Q1 		$13.6M Buy
70,730
+14,155
+25% +$2.84M 0.01% 1203
2025
Q4 		$11.2M Buy
56,575
+17,999
+47% +$3.54M 0.01% 1161
2025
Q3 		$7.5M Buy
38,576
+8,027
+26% +$1.51M ﹤0.01% 1228
2025
Q2 		$5.58M Buy
30,549
+10,868
+55% +$1.88M ﹤0.01% 1225
2025
Q1 		$3.36M Buy
19,681
+6,152
+45% +$1.1M ﹤0.01% 1328
2024
Q4 		$2.41M Buy
13,529
+1,112
+9% +$202K ﹤0.01% 1438
2024
Q3 		$2.23M Buy
12,417
+9,815
+377% +$1.7M ﹤0.01% 1452
2024
Q2 		$444K Buy
2,602
+189
+8% +$31K ﹤0.01% 2099
2024
Q1 		$397K Buy
+2,413
New +$377K ﹤0.01% 2045

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

Cliff Asness's QUAL Position: Q2 2026 in Review

Cliff Asness increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 35% in Q2 2026, buying an estimated $5.25M and bringing the position to 95,782 shares worth $21M. The position accounts for 0.01% of the portfolio, ranked #1160.

Cliff Asness first reported a position in QUAL in Q1 2024 and has held it in 10 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Cliff Asness held 95,782 shares of iShares MSCI USA Quality Factor ETF worth $21M as of Q2 2026.
  • Cliff Asness bought 25,052 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $5.25M.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Cliff Asness's portfolio in Q2 2026, its #1160 holding.
  • Cliff Asness first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.