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

Cynosure 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
Q1 		$3.89M Buy
20,267
+251
+1% +$50.3K 0.49% 33
2025
Q4 		$3.98M Sell
20,016
-26,521
-57% -$5.21M 0.4% 35
2025
Q3 		$9.05M Buy
46,537
+47
+0.1% +$8.82K 0.98% 21
2025
Q2 		$8.5M Buy
46,490
+176
+0.4% +$30.4K 0.96% 20
2025
Q1 		$7.91M Sell
46,314
-1,387
-3% -$248K 1.09% 18
2024
Q4 		$8.49M Sell
47,701
-1,717
-3% -$312K 1.27% 17
2024
Q3 		$8.86M Sell
49,418
-3,327
-6% -$577K 1.29% 18
2024
Q2 		$9.01M Sell
52,745
-59
-0.1% -$9.69K 1.45% 14
2024
Q1 		$8.68M Buy
52,804
+68
+0.1% +$10.6K 1.56% 14
2023
Q4 		$7.77M Buy
52,736
+1,661
+3% +$230K 1.4% 15
2023
Q3 		$6.73M Buy
51,075
+1,313
+3% +$179K 2.07% 12
2023
Q2 		$6.71M Buy
+49,762
New +$6.33M 2.02% 14

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 $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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 $173B AUM 20.72% 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

Cynosure Group's QUAL Position: Q1 2026 in Review

Cynosure Group increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.3% in Q1 2026, buying an estimated $50.3K and bringing the position to 20,267 shares worth $3.89M. The position accounts for 0.49% of the portfolio, ranked #33.

Cynosure Group first reported a position in QUAL in Q2 2023 and has held it in 12 quarters since. The position peaked at $9.05M in Q3 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Cynosure Group held 20,267 shares of iShares MSCI USA Quality Factor ETF worth $3.89M as of Q1 2026.
  • Cynosure Group bought 251 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $50.3K.
  • iShares MSCI USA Quality Factor ETF made up 0.49% of Cynosure Group's portfolio in Q1 2026, its #33 holding.
  • Cynosure Group first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and has held it in 12 quarters since.
  • Cynosure Group's iShares MSCI USA Quality Factor ETF position peaked at $9.05M in Q3 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Cynosure Group's 13F filing for Q1 2026, filed 14 May 2026.