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

Ehrenkranz 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 		– Sell
-27,490
Closed -$5.27M – 51
2026
Q1 		$5.27M Hold
27,490
– – 4.17% 8
2025
Q4 		$5.46M Hold
27,490
– – 6.19% 6
2025
Q3 		$5.35M Buy
+27,490
New +$5.16M 4.69% 9

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

Ehrenkranz Partners's QUAL Position: Q2 2026 in Review

Ehrenkranz Partners sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 27,490 shares — an estimated $5.27M sold.

Ehrenkranz Partners first reported a position in QUAL in Q3 2025 and held it in 3 quarters. The position peaked at $5.46M in Q4 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Ehrenkranz Partners reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Ehrenkranz Partners sold 27,490 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $5.27M.
  • Ehrenkranz Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2025 and held it in 3 quarters.
  • Ehrenkranz Partners's iShares MSCI USA Quality Factor ETF position peaked at $5.46M in Q4 2025.
  • 1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Ehrenkranz Partners's 13F filing for Q2 2026, filed 14 Aug 2026.