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

Elevation Wealth 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	$2.52K	Hold	11	–	–	﹤0.01%	1166
2026 Q1	$2.2K	Hold	11	–	–	﹤0.01%	893
2025 Q4	$2.27K	Hold	11	–	–	﹤0.01%	772
2025 Q3	$2.22K	Sell	11 -6	-35%	-$1.13K	﹤0.01%	625
2025 Q2	$3.18K	Hold	17	–	–	﹤0.01%	421
2025 Q1	$2.96K	Hold	17	–	–	﹤0.01%	428
2024 Q4	$3.08K	Hold	17	–	–	﹤0.01%	429
2024 Q3	$3.09K	Hold	17	–	–	﹤0.01%	412
2024 Q2	$2.94K	Hold	17	–	–	﹤0.01%	426
2024 Q1	$2.82K	Hold	17	–	–	﹤0.01%	409
2023 Q4	$2.24K	Hold	17	–	–	﹤0.01%	395
2023 Q3	$2.24K	Hold	17	–	–	﹤0.01%	294
2023 Q2	$2.29K	Hold	17	–	–	﹤0.01%	299
2023 Q1	$2.11K	Buy	+17	New	+$2.04K	﹤0.01%	304

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Elevation Wealth Partners's QUAL Position: Q2 2026 in Review

Elevation Wealth Partners held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 11 shares worth $2.52K. The position accounts for ﹤0.01% of the portfolio, ranked #1166.

Elevation Wealth Partners first reported a position in QUAL in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.18K in Q2 2025. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Elevation Wealth Partners held 11 shares of iShares MSCI USA Quality Factor ETF worth $2.52K as of Q2 2026.
Elevation Wealth Partners left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #1166 holding.
Elevation Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2023 and has held it in 14 quarters since.
Elevation Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $3.18K in Q2 2025.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.