CIA
QUAL icon

Concurrent Investment Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Concurrent Investment 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 		$22.6M Buy
117,621
+6,494
+6% +$1.3M 0.25% 84
2025
Q4 		$22.1M Buy
111,127
+31,932
+40% +$6.27M 0.25% 77
2025
Q3 		$15.4M Buy
79,195
+8,861
+13% +$1.66M 0.26% 81
2025
Q2 		$12.9M Buy
70,334
+6,478
+10% +$1.12M 0.25% 88
2025
Q1 		$10.9M Buy
63,856
+8,894
+16% +$1.59M 0.26% 90
2024
Q4 		$9.79M Sell
54,962
-222
-0.4% -$40.3K 0.26% 83
2024
Q3 		$9.89M Buy
55,184
+910
+2% +$158K 0.29% 81
2024
Q2 		$9.27M Buy
54,274
+6,458
+14% +$1.06M 0.3% 76
2024
Q1 		$7.86M Buy
47,816
+16,742
+54% +$2.62M 0.32% 73
2023
Q4 		$4.57M Buy
+31,074
New +$4.3M 0.22% 106

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

Concurrent Investment Advisors's QUAL Position: Q1 2026 in Review

Concurrent Investment Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 5.8% in Q1 2026, buying an estimated $1.3M and bringing the position to 117,621 shares worth $22.6M. The position accounts for 0.25% of the portfolio, ranked #84.

Concurrent Investment Advisors first reported a position in QUAL in Q4 2023 and has held it in 10 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Concurrent Investment Advisors held 117,621 shares of iShares MSCI USA Quality Factor ETF worth $22.6M as of Q1 2026.
  • Concurrent Investment Advisors bought 6,494 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $1.3M.
  • iShares MSCI USA Quality Factor ETF made up 0.25% of Concurrent Investment Advisors's portfolio in Q1 2026, its #84 holding.
  • Concurrent Investment Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.