Cloverfields Capital Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Cloverfields Capital Group’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	$1.46M	Buy	7,604 +1,526	+25%	+$306K	0.47%	68
2025 Q4	$1.21M	Hold	6,078	–	–	0.37%	71
2025 Q3	$1.18M	Hold	6,078	–	–	0.37%	72
2025 Q2	$1.11M	Buy	6,078 +677	+13%	+$117K	0.33%	86
2025 Q1	$923K	Buy	5,401 +409	+8%	+$73.2K	0.3%	83
2024 Q4	$889K	Hold	4,992	–	–	0.29%	84
2024 Q3	$895K	Hold	4,992	–	–	0.29%	86
2024 Q2	$853K	Buy	4,992 +432	+9%	+$70.9K	0.29%	77
2024 Q1	$749K	Buy	4,560 +997	+28%	+$156K	0.25%	84
2023 Q4	$524K	Buy	3,563 +358	+11%	+$49.6K	0.21%	91
2023 Q3	$422K	Hold	3,205	–	–	0.19%	75
2023 Q2	$432K	Buy	3,205 +603	+23%	+$76.7K	0.14%	76
2023 Q1	$323K	Buy	+2,602	New	+$312K	0.1%	77

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cloverfields Capital Group's QUAL Position: Q1 2026 in Review

Cloverfields Capital Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 25% in Q1 2026, buying an estimated $306K and bringing the position to 7,604 shares worth $1.46M. The position accounts for 0.47% of the portfolio, ranked #68.

Cloverfields Capital Group first reported a position in QUAL in Q1 2023 and has held it in 13 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Cloverfields Capital Group held 7,604 shares of iShares MSCI USA Quality Factor ETF worth $1.46M as of Q1 2026.
Cloverfields Capital Group bought 1,526 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $306K.
iShares MSCI USA Quality Factor ETF made up 0.47% of Cloverfields Capital Group's portfolio in Q1 2026, its #68 holding.
Cloverfields Capital Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 13 quarters since.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Cloverfields Capital Group's 13F filing for Q1 2026, filed 14 May 2026.