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Curry Webb Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Curry Webb Wealth Management’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 		$543K Buy
2,833
+3
+0.1% +$601 0.26% 42
2025
Q4 		$562K Buy
+2,830
New +$556K 0.28% 47

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 $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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 $202B AUM 37.79% 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

Curry Webb Wealth Management's QUAL Position: Q1 2026 in Review

Curry Webb Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.11% in Q1 2026, buying an estimated $601 and bringing the position to 2,833 shares worth $543K. The position accounts for 0.26% of the portfolio, ranked #42.

Curry Webb Wealth Management first reported a position in QUAL in Q4 2025 and has held it in 2 quarters since. The position peaked at $562K in Q4 2025. 1,645 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Curry Webb Wealth Management held 2,833 shares of iShares MSCI USA Quality Factor ETF worth $543K as of Q1 2026.
  • Curry Webb Wealth Management bought 3 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $601.
  • iShares MSCI USA Quality Factor ETF made up 0.26% of Curry Webb Wealth Management's portfolio in Q1 2026, its #42 holding.
  • Curry Webb Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 2 quarters since.
  • Curry Webb Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $562K in Q4 2025.
  • 1,645 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.