Corundum Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Corundum Group’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	$249K	Sell	1,300 -694	-35%	-$139K	0.08%	91
2025 Q4	$396K	Hold	1,994	–	–	0.13%	83
2025 Q3	$388K	Hold	1,994	–	–	0.16%	78
2025 Q2	$365K	Hold	1,994	–	–	0.16%	79
2025 Q1	$341K	Hold	1,994	–	–	0.16%	79
2024 Q4	$355K	Buy	1,994 +694	+53%	+$126K	0.13%	81
2024 Q3	$233K	Hold	1,300	–	–	0.11%	94
2024 Q2	$222K	Hold	1,300	–	–	0.09%	94
2024 Q1	$214K	Buy	+1,300	New	+$203K	0.1%	94

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

Corundum Group's QUAL Position: Q1 2026 in Review

Corundum Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 35% in Q1 2026, selling an estimated $139K and leaving 1,300 shares worth $249K. The position accounts for 0.08% of the portfolio, ranked #91.

Corundum Group first reported a position in QUAL in Q1 2024 and has held it in 9 quarters since. The position peaked at $396K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Corundum Group held 1,300 shares of iShares MSCI USA Quality Factor ETF worth $249K as of Q1 2026.
Corundum Group sold 694 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $139K.
iShares MSCI USA Quality Factor ETF made up 0.08% of Corundum Group's portfolio in Q1 2026, its #91 holding.
Corundum Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 9 quarters since.
Corundum Group's iShares MSCI USA Quality Factor ETF position peaked at $396K in Q4 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Corundum Group's 13F filing for Q1 2026, filed 20 Apr 2026.