Core Wealth Advisors (Indiana)’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Core Wealth Advisors (Indiana)’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	$1.18M	Sell	5,374 -20,935	-80%	-$4.39M	0.87%	23
2026 Q1	$5.05M	Buy	26,309 +394	+2%	+$79K	3.88%	10
2025 Q4	$5.15M	Buy	+25,915	New	+$5.09M	4.05%	10

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

Core Wealth Advisors (Indiana)'s QUAL Position: Q2 2026 in Review

Core Wealth Advisors (Indiana) reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 80% in Q2 2026, selling an estimated $4.39M and leaving 5,374 shares worth $1.18M. The position accounts for 0.87% of the portfolio, ranked #23.

Core Wealth Advisors (Indiana) first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.15M in Q4 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Core Wealth Advisors (Indiana) held 5,374 shares of iShares MSCI USA Quality Factor ETF worth $1.18M as of Q2 2026.
Core Wealth Advisors (Indiana) sold 20,935 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $4.39M.
iShares MSCI USA Quality Factor ETF made up 0.87% of Core Wealth Advisors (Indiana)'s portfolio in Q2 2026, its #23 holding.
Core Wealth Advisors (Indiana) first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
Core Wealth Advisors (Indiana)'s iShares MSCI USA Quality Factor ETF position peaked at $5.15M in Q4 2025.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Core Wealth Advisors (Indiana)'s 13F filing for Q2 2026, filed 4 Aug 2026.