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

Destiny 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 		$1.01M Sell
4,613
-62
-1% -$13K 0.14% 71
2026
Q1 		$897K Sell
4,675
-52
-1% -$10.4K 0.1% 106
2025
Q4 		$963K Sell
4,727
-204
-4% -$40.1K 0.11% 92
2025
Q3 		$959K Buy
4,931
+366
+8% +$68.7K 0.12% 92
2025
Q2 		$835K Sell
4,565
-221
-5% -$38.1K 0.11% 94
2025
Q1 		$818K Hold
4,786
– – 0.13% 91
2024
Q4 		$852K Buy
4,786
+257
+6% +$46.7K 0.14% 90
2024
Q3 		$812K Sell
4,529
-460
-9% -$79.8K 0.14% 88
2024
Q2 		$852K Sell
4,989
-616
-11% -$101K 0.15% 82
2024
Q1 		$921K Sell
5,605
-71
-1% -$11.1K 0.17% 75
2023
Q4 		$821K Sell
5,676
-287
-5% -$39.7K 0.15% 77
2023
Q3 		$786K Hold
5,963
– – 0.16% 82
2023
Q2 		$822K Hold
5,963
– – 0.16% 83
2023
Q1 		$740K Buy
5,963
+547
+10% +$65.7K 0.15% 80
2022
Q4 		$617K Buy
5,416
+943
+21% +$107K 0.13% 87
2022
Q3 		$465K Sell
4,473
-1,185
-21% -$139K 0.1% 98
2022
Q2 		$632K Sell
5,658
-1,453
-20% -$177K 0.14% 84
2022
Q1 		$957K Sell
7,111
-422
-6% -$56K 0.19% 73
2021
Q4 		$1.1M Hold
7,533
– – 0.21% 76
2021
Q3 		$992K Sell
7,533
-1,396
-16% -$192K 0.2% 77
2021
Q2 		$1.19M Sell
8,929
-535
-6% -$68.6K 0.23% 81
2021
Q1 		$1.15M Sell
9,464
-326
-3% -$38.5K 0.24% 73
2020
Q4 		$1.14M Buy
+9,790
New +$1.08M 0.24% 71

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

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

Destiny Wealth Partners reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.3% in Q2 2026, selling an estimated $13K and leaving 4,613 shares worth $1.01M. The position accounts for 0.14% of the portfolio, ranked #71.

Destiny Wealth Partners first reported a position in QUAL in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.19M in Q2 2021. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Destiny Wealth Partners held 4,613 shares of iShares MSCI USA Quality Factor ETF worth $1.01M as of Q2 2026.
  • Destiny Wealth Partners sold 62 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $13K.
  • iShares MSCI USA Quality Factor ETF made up 0.14% of Destiny Wealth Partners's portfolio in Q2 2026, its #71 holding.
  • Destiny Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 23 quarters since.
  • Destiny Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $1.19M in Q2 2021.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.