Crown Wealth Group
QUAL icon

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

Crown Wealth 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
Q3 		$2.65M Buy
47,756
+656
+1% +$36.3K 0.66% 27
2026
Q2 		$2.58M Sell
47,100
-156,196
-77% -$8.19M 0.66% 28
2026
Q1 		$9.7M Sell
203,296
-2,104
-1% -$105K 2.86% 8
2025
Q4 		$10.2M Sell
205,400
-9,324
-4% -$458K 2.85% 9
2025
Q3 		$10.4M Sell
214,724
-28,604
-12% -$1.34M 3.14% 10
2025
Q2 		$11.1M Buy
243,328
+24,936
+11% +$1.08M 4.18% 4
2025
Q1 		$9.33M Sell
218,392
-24,448
-10% -$1.09M 4.84% 4
2024
Q4 		$10.8M Buy
242,840
+1,528
+0.6% +$69.4K 4.4% 5
2024
Q3 		$10.8M Buy
241,312
+8,860
+4% +$384K 4.7% 5
2024
Q2 		$9.9M Sell
232,452
-6,620
-3% -$272K 4.96% 5
2024
Q1 		$9.8M Buy
239,072
+9,412
+4% +$368K 5.06% 5
2023
Q4 		$8.45M Buy
229,660
+14,804
+7% +$512K 5.09% 5
2023
Q3 		$7.08M Buy
214,856
+19,856
+10% +$678K 5.32% 5
2023
Q2 		$6.57M Buy
195,000
+55,196
+39% +$1.76M 5.19% 7
2023
Q1 		$4.34M Buy
+139,804
New +$4.2M 3.63% 9
2022
Q1 		– Sell
-16,808
Closed -$612K – 120
2021
Q4 		$612K Buy
+16,808
New +$594K 0.57% 38

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return
Facet Wealth Inc
Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return
Blue Trust Inc
Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Crown Wealth Group's QUAL Position: Q3 2026 in Review

Crown Wealth Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.4% in Q3 2026, buying an estimated $36.3K and bringing the position to 47,756 shares worth $2.65M. The position accounts for 0.66% of the portfolio, ranked #27.

Crown Wealth Group first reported a position in QUAL in Q4 2021 and has held it in 16 quarters since. The position peaked at $11.1M in Q2 2025. 1,479 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

  • Crown Wealth Group held 47,756 shares of iShares MSCI USA Quality Factor ETF worth $2.65M as of Q3 2026.
  • Crown Wealth Group bought 656 iShares MSCI USA Quality Factor ETF shares in Q3 2026, an estimated $36.3K.
  • iShares MSCI USA Quality Factor ETF made up 0.66% of Crown Wealth Group's portfolio in Q3 2026, its #27 holding.
  • Crown Wealth Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2021 and has held it in 16 quarters since.
  • Crown Wealth Group's iShares MSCI USA Quality Factor ETF position peaked at $11.1M in Q2 2025.
  • 1,479 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.