Downshift Financial’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Downshift Financial’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	$203K	Buy	+926	New	+$194K	0.09%	80

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Downshift Financial's QUAL Position: Q2 2026 in Review

Downshift Financial opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 926 shares worth $203K. The stake represents 0.09% of the portfolio and ranks #80 among its holdings.

1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Downshift Financial held 926 shares of iShares MSCI USA Quality Factor ETF worth $203K as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Downshift Financial position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.09% of Downshift Financial's portfolio in Q2 2026, its #80 holding.
1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Downshift Financial's 13F filing for Q2 2026, filed 13 Aug 2026.