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CX Institutional’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

CX Institutional’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 		$258K Buy
1,175
+18
+2% +$3.77K 0.01% 679
2026
Q1 		$222K Buy
1,157
+2
+0.2% +$401 0.01% 687
2025
Q4 		$229K Buy
1,155
+28
+2% +$5.5K 0.01% 668
2025
Q3 		$219K Buy
1,127
+923
+452% +$173K 0.01% 669
2025
Q2 		$37K Buy
204
+123
+152% +$21.2K ﹤0.01% 899
2025
Q1 		$14K Buy
+81
New +$14.5K ﹤0.01% 983
2022
Q3 		– Sell
-1,718
Closed -$192K – 981
2022
Q2 		$192K Buy
1,718
+121
+8% +$14.8K 0.01% 445
2022
Q1 		$215K Hold
1,597
– – 0.02% 349
2021
Q4 		$232K Sell
1,597
-673
-30% -$95.1K 0.02% 311
2021
Q3 		$299K Sell
2,270
-403
-15% -$55.4K 0.02% 313
2021
Q2 		$355K Sell
2,673
-3,259
-55% -$418K 0.03% 278
2021
Q1 		$723K Sell
5,932
-58,278
-91% -$6.88M 0.06% 214
2020
Q4 		$7.46M Buy
+64,210
New +$7.07M 0.72% 35

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

CX Institutional's QUAL Position: Q2 2026 in Review

CX Institutional increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.6% in Q2 2026, buying an estimated $3.77K and bringing the position to 1,175 shares worth $258K. The position accounts for 0.01% of the portfolio, ranked #679.

CX Institutional first reported a position in QUAL in Q4 2020 and has held it in 13 quarters since. The position peaked at $7.46M in Q4 2020. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • CX Institutional held 1,175 shares of iShares MSCI USA Quality Factor ETF worth $258K as of Q2 2026.
  • CX Institutional bought 18 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $3.77K.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of CX Institutional's portfolio in Q2 2026, its #679 holding.
  • CX Institutional first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 13 quarters since.
  • CX Institutional's iShares MSCI USA Quality Factor ETF position peaked at $7.46M in Q4 2020.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.