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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
Q2 		$615K Sell
2,801
-177
-6% -$37.1K 0.35% 42
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 $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

Elevate Wealth Advisory's QUAL Position: Q2 2026 in Review

Elevate Wealth Advisory reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 5.9% in Q2 2026, selling an estimated $37.1K and leaving 2,801 shares worth $615K. The position accounts for 0.35% of the portfolio, ranked #42.

Elevate Wealth Advisory first reported a position in QUAL in Q4 2023 and has held it in 11 quarters since. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Elevate Wealth Advisory held 2,801 shares of iShares MSCI USA Quality Factor ETF worth $615K as of Q2 2026.
  • Elevate Wealth Advisory sold 177 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $37.1K.
  • iShares MSCI USA Quality Factor ETF made up 0.35% of Elevate Wealth Advisory's portfolio in Q2 2026, its #42 holding.
  • Elevate Wealth Advisory first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Elevate Wealth Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.