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Elevate Wealth Advisory’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Elevate Wealth Advisory’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
Q1 		$571K Buy
2,978
+84
+3% +$16.8K 0.36% 44
2025
Q4 		$575K Sell
2,894
-34
-1% -$6.68K 0.39% 40
2025
Q3 		$570K Sell
2,928
-90
-3% -$16.9K 0.41% 36
2025
Q2 		$552K Buy
3,018
+90
+3% +$15.5K 0.39% 42
2025
Q1 		$500K Buy
2,928
+115
+4% +$20.6K 0.35% 48
2024
Q4 		$501K Buy
2,813
+724
+35% +$132K 0.38% 43
2024
Q3 		$375K Buy
2,089
+86
+4% +$14.9K 0.28% 47
2024
Q2 		$342K Buy
2,003
+22
+1% +$3.61K 0.28% 46
2024
Q1 		$326K Buy
1,981
+68
+4% +$10.6K 0.28% 43
2023
Q4 		$282K Buy
+1,913
New +$265K 0.26% 45

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Elevate Wealth Advisory's QUAL Position: Q1 2026 in Review

Elevate Wealth Advisory increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.9% in Q1 2026, buying an estimated $16.8K and bringing the position to 2,978 shares worth $571K. The position accounts for 0.36% of the portfolio, ranked #44.

Elevate Wealth Advisory first reported a position in QUAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $575K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Elevate Wealth Advisory held 2,978 shares of iShares MSCI USA Quality Factor ETF worth $571K as of Q1 2026.
  • Elevate Wealth Advisory bought 84 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $16.8K.
  • iShares MSCI USA Quality Factor ETF made up 0.36% of Elevate Wealth Advisory's portfolio in Q1 2026, its #44 holding.
  • Elevate Wealth Advisory first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • Elevate Wealth Advisory's iShares MSCI USA Quality Factor ETF position peaked at $575K in Q4 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Elevate Wealth Advisory's 13F filing for Q1 2026, filed 11 May 2026.