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Crewe Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Crewe Advisors’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 		$585K Buy
2,664
+32
+1% +$6.71K 0.04% 128
2026
Q1 		$505K Sell
2,632
-18
-0.7% -$3.61K 0.04% 126
2025
Q4 		$526K Sell
2,650
-389
-13% -$76.4K 0.05% 122
2025
Q3 		$591K Buy
3,039
+11
+0.4% +$2.06K 0.06% 111
2025
Q2 		$554K Buy
3,028
+1,440
+91% +$249K 0.08% 86
2025
Q1 		$271K Buy
1,588
+301
+23% +$53.9K 0.04% 119
2024
Q4 		$229K Sell
1,287
-37
-3% -$6.72K 0.03% 133
2024
Q3 		$237K Hold
1,324
– – 0.03% 136
2024
Q2 		$226K Buy
1,324
+14
+1% +$2.3K 0.03% 166
2024
Q1 		$215K Sell
1,310
-1,840
-58% -$287K 0.03% 164
2023
Q4 		$463K Sell
3,150
-833
-21% -$115K 0.07% 51
2023
Q3 		$525K Buy
3,983
+775
+24% +$106K 0.09% 45
2023
Q2 		$433K Sell
3,208
-1,225
-28% -$156K 0.06% 83
2023
Q1 		$550K Hold
4,433
– – 0.08% 79
2022
Q4 		$505K Sell
4,433
-493
-10% -$55.9K 0.08% 79
2022
Q3 		$512K Buy
4,926
+1,838
+60% +$215K 0.09% 72
2022
Q2 		$345K Buy
+3,088
New +$377K 0.08% 81

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Crewe Advisors's QUAL Position: Q2 2026 in Review

Crewe Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.2% in Q2 2026, buying an estimated $6.71K and bringing the position to 2,664 shares worth $585K. The position accounts for 0.04% of the portfolio, ranked #128.

Crewe Advisors first reported a position in QUAL in Q2 2022 and has held it in 17 quarters since. The position peaked at $591K in Q3 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Crewe Advisors held 2,664 shares of iShares MSCI USA Quality Factor ETF worth $585K as of Q2 2026.
  • Crewe Advisors bought 32 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $6.71K.
  • iShares MSCI USA Quality Factor ETF made up 0.04% of Crewe Advisors's portfolio in Q2 2026, its #128 holding.
  • Crewe Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2022 and has held it in 17 quarters since.
  • Crewe Advisors's iShares MSCI USA Quality Factor ETF position peaked at $591K in Q3 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.