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

Darwin 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 		$49.1K Buy
255
+5
+2% +$1K 0.02% 222
2025
Q4 		$49.8K Hold
250
– – 0.02% 216
2025
Q3 		$48.8K Sell
250
-35
-12% -$6.57K 0.02% 220
2025
Q2 		$52.2K Buy
285
+10
+4% +$1.73K 0.02% 203
2025
Q1 		$49K Hold
275
– – 0.02% 223
2024
Q4 		$49K Sell
275
-151
-35% -$27.4K 0.02% 223
2024
Q3 		$76.4K Buy
+426
New +$73.9K 0.02% 208
2020
Q3 		– Sell
-2,409
Closed -$231K – 169
2020
Q2 		$231K Sell
2,409
-434
-15% -$39.8K 0.06% 138
2020
Q1 		$229K Sell
2,843
-651
-19% -$62.1K 0.07% 119
2019
Q4 		$353K Buy
3,494
+43
+1% +$4.14K 0.09% 121
2019
Q3 		$319K Sell
3,451
-32
-0.9% -$2.94K 0.09% 117
2019
Q2 		$319K Sell
3,483
-113
-3% -$10.2K 0.1% 117
2019
Q1 		$318K Sell
3,596
-280
-7% -$23.6K 0.1% 119
2018
Q4 		$298K Sell
3,876
-111
-3% -$9.21K 0.21% 77
2018
Q3 		$359K Buy
3,987
+131
+3% +$11.5K 0.2% 85
2018
Q2 		$319K Sell
3,856
-201
-5% -$16.8K 0.21% 88
2018
Q1 		$336K Buy
4,057
+165
+4% +$14K 0.24% 81
2017
Q4 		$323K Buy
+3,892
New +$314K 0.14% 122

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

Darwin Wealth Management's QUAL Position: Q1 2026 in Review

Darwin Wealth Management increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2% in Q1 2026, buying an estimated $1K and bringing the position to 255 shares worth $49.1K. The position accounts for 0.02% of the portfolio, ranked #222.

Darwin Wealth Management first reported a position in QUAL in Q4 2017 and has held it in 18 quarters since. The position peaked at $359K in Q3 2018. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Darwin Wealth Management held 255 shares of iShares MSCI USA Quality Factor ETF worth $49.1K as of Q1 2026.
  • Darwin Wealth Management bought 5 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $1K.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of Darwin Wealth Management's portfolio in Q1 2026, its #222 holding.
  • Darwin Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2017 and has held it in 18 quarters since.
  • Darwin Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $359K in Q3 2018.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Darwin Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.