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

Edge Financial Advisors’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
2025
Q4 		$2.83M Sell
14,271
-2
-0% -$393 1.19% 18
2025
Q3 		$2.78M Sell
14,273
-819
-5% -$154K 1.24% 18
2025
Q2 		$2.76M Buy
+15,092
New +$2.6M 1.46% 13

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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Edge Financial Advisors's QUAL Position: Q4 2025 in Review

Edge Financial Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.01% in Q4 2025, selling an estimated $393 and leaving 14,271 shares worth $2.83M. The position accounts for 1.19% of the portfolio, ranked #18.

Edge Financial Advisors first reported a position in QUAL in Q2 2025 and has held it in 3 quarters since. 1,625 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

  • Edge Financial Advisors held 14,271 shares of iShares MSCI USA Quality Factor ETF worth $2.83M as of Q4 2025.
  • Edge Financial Advisors sold 2 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $393.
  • iShares MSCI USA Quality Factor ETF made up 1.19% of Edge Financial Advisors's portfolio in Q4 2025, its #18 holding.
  • Edge Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,625 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on Edge Financial Advisors's 13F filing for Q4 2025, filed 28 Jan 2026.