Coppell Advisory Solutions’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Coppell Advisory Solutions’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	$222K	Buy	+475	New	+$99.6K	0.02%	419
2026 Q1	–	Sell	-1,835	Closed	-$367K	–	272
2025 Q4	$367K	Buy	1,835 +84	+5%	+$16.5K	0.04%	300
2025 Q3	$339K	Buy	1,751 +378	+28%	+$70.9K	0.04%	313
2025 Q2	$249K	Buy	+1,373	New	+$237K	0.03%	324
2025 Q1	–	Sell	-1,694	Closed	-$303K	–	1490
2024 Q4	$303K	Buy	1,694 +194	+13%	+$35.2K	0.04%	216
2024 Q3	$268K	Sell	1,500 -178	-11%	-$30.9K	0.04%	233
2024 Q2	$287K	Buy	+1,678	New	+$276K	0.05%	208
2023 Q4	$772K	Buy	+5,249	New	+$727K	0.15%	127
2023 Q3	–	Sell	-600	Closed	-$80K	–	1474
2023 Q2	$80K	Buy	+600	New	+$76.3K	0.02%	294

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Coppell Advisory Solutions's QUAL Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 475 shares worth $222K. The stake represents 0.02% of the portfolio and ranks #419 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in QUAL as recently as Q4 2025.

Coppell Advisory Solutions first reported a position in QUAL in Q2 2023 and has held it in 9 quarters since. The position peaked at $772K in Q4 2023. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Coppell Advisory Solutions held 475 shares of iShares MSCI USA Quality Factor ETF worth $222K as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Coppell Advisory Solutions position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.02% of Coppell Advisory Solutions's portfolio in Q2 2026, its #419 holding.
Coppell Advisory Solutions first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and has held it in 9 quarters since.
Coppell Advisory Solutions's iShares MSCI USA Quality Factor ETF position peaked at $772K in Q4 2023.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.