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Cyndeo Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Cyndeo Wealth Partners’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 		$1.12M Buy
5,099
+618
+14% +$130K 0.05% 248
2026
Q1 		$859K Buy
4,481
+686
+18% +$137K 0.05% 246
2025
Q4 		$754K Sell
3,795
-12,001
-76% -$2.36M 0.04% 275
2025
Q3 		$3.07M Buy
15,796
+200
+1% +$37.5K 0.17% 135
2025
Q2 		$2.85M Buy
15,596
+414
+3% +$71.4K 0.17% 139
2025
Q1 		$2.59M Buy
15,182
+354
+2% +$63.4K 0.17% 140
2024
Q4 		$2.64M Sell
14,828
-4,292
-22% -$780K 0.18% 141
2024
Q3 		$3.43M Sell
19,120
-3,137
-14% -$544K 0.24% 115
2024
Q2 		$3.8M Buy
22,257
+9,106
+69% +$1.5M 0.3% 97
2024
Q1 		$2.16M Buy
13,151
+965
+8% +$151K 0.18% 149
2023
Q4 		$1.79M Buy
+12,186
New +$1.69M 0.17% 149

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

Cyndeo Wealth Partners's QUAL Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 14% in Q2 2026, buying an estimated $130K and bringing the position to 5,099 shares worth $1.12M. The position accounts for 0.05% of the portfolio, ranked #248.

Cyndeo Wealth Partners first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.8M in Q2 2024. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Cyndeo Wealth Partners held 5,099 shares of iShares MSCI USA Quality Factor ETF worth $1.12M as of Q2 2026.
  • Cyndeo Wealth Partners bought 618 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $130K.
  • iShares MSCI USA Quality Factor ETF made up 0.05% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #248 holding.
  • Cyndeo Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Cyndeo Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $3.8M in Q2 2024.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.