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

Drive 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
Q2 		$483K Sell
2,203
-259
-11% -$54.3K 0.09% 197
2026
Q1 		$472K Sell
2,462
-686
-22% -$137K 0.1% 166
2025
Q4 		$625K Sell
3,148
-3,751
-54% -$737K 0.12% 139
2025
Q3 		$1.34M Sell
6,899
-3,125
-31% -$586K 0.28% 73
2025
Q2 		$1.83M Buy
10,024
+4,095
+69% +$707K 0.4% 56
2025
Q1 		$1.01M Buy
5,929
+35
+0.6% +$6.27K 0.24% 91
2024
Q4 		$1.05M Buy
5,894
+487
+9% +$88.5K 0.26% 75
2024
Q3 		$970K Buy
5,407
+1,333
+33% +$231K 0.25% 76
2024
Q2 		$696K Buy
4,074
+358
+10% +$58.8K 0.19% 94
2024
Q1 		$611K Buy
3,716
+1,264
+52% +$197K 0.17% 107
2023
Q4 		$361K Buy
+2,452
New +$339K 0.12% 165

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

Drive Wealth Management's QUAL Position: Q2 2026 in Review

Drive Wealth Management reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 11% in Q2 2026, selling an estimated $54.3K and leaving 2,203 shares worth $483K. The position accounts for 0.09% of the portfolio, ranked #197.

Drive Wealth Management first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.83M in Q2 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Drive Wealth Management held 2,203 shares of iShares MSCI USA Quality Factor ETF worth $483K as of Q2 2026.
  • Drive Wealth Management sold 259 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $54.3K.
  • iShares MSCI USA Quality Factor ETF made up 0.09% of Drive Wealth Management's portfolio in Q2 2026, its #197 holding.
  • Drive Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • Drive Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $1.83M in Q2 2025.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.