Coordinated Financial Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Coordinated Financial Services’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	$851K	Buy	4,435 +36	+0.8%	+$7.22K	0.49%	59
2025 Q4	$874K	Sell	4,399 -555	-11%	-$109K	0.5%	58
2025 Q3	$964K	Sell	4,954 -405	-8%	-$76K	0.62%	47
2025 Q2	$980K	Sell	5,359 -35	-0.6%	-$6.04K	0.68%	46
2025 Q1	$922K	Buy	5,394 +265	+5%	+$47.4K	0.71%	44
2024 Q4	$913K	Buy	+5,129	New	+$932K	0.71%	41
2024 Q2	$901K	Sell	5,275 -315	-6%	-$51.7K	0.77%	37
2024 Q1	$919K	Buy	+5,590	New	+$873K	0.8%	37

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

Coordinated Financial Services's QUAL Position: Q1 2026 in Review

Coordinated Financial Services increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.82% in Q1 2026, buying an estimated $7.22K and bringing the position to 4,435 shares worth $851K. The position accounts for 0.49% of the portfolio, ranked #59.

Coordinated Financial Services first reported a position in QUAL in Q1 2024 and has held it in 8 quarters since. The position peaked at $980K in Q2 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Coordinated Financial Services held 4,435 shares of iShares MSCI USA Quality Factor ETF worth $851K as of Q1 2026.
Coordinated Financial Services bought 36 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $7.22K.
iShares MSCI USA Quality Factor ETF made up 0.49% of Coordinated Financial Services's portfolio in Q1 2026, its #59 holding.
Coordinated Financial Services first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 8 quarters since.
Coordinated Financial Services's iShares MSCI USA Quality Factor ETF position peaked at $980K in Q2 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.