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

Darden 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 Q1	$436K	Sell	2,274 -119	-5%	-$23.9K	0.22%	91
2025 Q4	$475K	Sell	2,393 -25	-1%	-$4.91K	0.23%	83
2025 Q3	$470K	Buy	2,418 +1	+0%	+$188	0.25%	85
2025 Q2	$442K	Hold	2,417	–	–	0.27%	77
2025 Q1	$413K	Sell	2,417 -29	-1%	-$5.19K	0.32%	66
2024 Q4	$436K	Sell	2,446 -73	-3%	-$13.3K	0.29%	66
2024 Q3	$452K	Hold	2,519	–	–	0.32%	64
2024 Q2	$430K	Sell	2,519 -85	-3%	-$14K	0.26%	63
2024 Q1	$428K	Buy	2,604 +170	+7%	+$26.6K	0.34%	67
2023 Q4	$358K	Buy	+2,434	New	+$337K	0.34%	67

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Darden Wealth Group's QUAL Position: Q1 2026 in Review

Darden Wealth Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 5% in Q1 2026, selling an estimated $23.9K and leaving 2,274 shares worth $436K. The position accounts for 0.22% of the portfolio, ranked #91.

Darden Wealth Group first reported a position in QUAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $475K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Darden Wealth Group held 2,274 shares of iShares MSCI USA Quality Factor ETF worth $436K as of Q1 2026.
Darden Wealth Group sold 119 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $23.9K.
iShares MSCI USA Quality Factor ETF made up 0.22% of Darden Wealth Group's portfolio in Q1 2026, its #91 holding.
Darden Wealth Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
Darden Wealth Group's iShares MSCI USA Quality Factor ETF position peaked at $475K in Q4 2025.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Darden Wealth Group's 13F filing for Q1 2026, filed 8 May 2026.