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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
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
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

Coppell Advisory Solutions's QUAL Position: Q1 2026 in Review

Coppell Advisory Solutions sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 1,835 shares — an estimated $367K sold.

Coppell Advisory Solutions first reported a position in QUAL in Q2 2023 and held it in 8 quarters. The position peaked at $772K in Q4 2023. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Coppell Advisory Solutions reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Coppell Advisory Solutions sold 1,835 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $367K.
  • Coppell Advisory Solutions first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and held it in 8 quarters.
  • Coppell Advisory Solutions's iShares MSCI USA Quality Factor ETF position peaked at $772K in Q4 2023.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Coppell Advisory Solutions's 13F filing for Q1 2026, filed 15 May 2026.