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Emergent Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Emergent Wealth 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
2026
Q2 		– Sell
-1,217
Closed -$233K – 131
2026
Q1 		$233K Sell
1,217
-8,943
-88% -$1.79M 0.14% 113
2025
Q4 		$2.02M Sell
10,160
-834
-8% -$164K 1.14% 23
2025
Q3 		$2.14M Buy
10,994
+214
+2% +$40.2K 1.24% 20
2025
Q2 		$1.97M Buy
10,780
+299
+3% +$51.6K 1.26% 19
2025
Q1 		$1.79M Buy
10,481
+120
+1% +$21.5K 1.3% 19
2024
Q4 		$1.85M Buy
10,361
+101
+1% +$18.3K 1.34% 18
2024
Q3 		$1.84M Buy
10,260
+175
+2% +$30.4K 1.36% 17
2024
Q2 		$1.72M Buy
10,085
+426
+4% +$70K 1.38% 17
2024
Q1 		$1.65M Sell
9,659
-6,967
-42% -$1.09M 1.42% 15
2023
Q4 		$2.45M Buy
+16,626
New +$2.3M 2.28% 11

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

Emergent Wealth Advisors's QUAL Position: Q2 2026 in Review

Emergent Wealth Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 1,217 shares — an estimated $233K sold.

Emergent Wealth Advisors first reported a position in QUAL in Q4 2023 and held it in 10 quarters. The position peaked at $2.45M in Q4 2023. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Emergent Wealth Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Emergent Wealth Advisors sold 1,217 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $233K.
  • Emergent Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and held it in 10 quarters.
  • Emergent Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $2.45M in Q4 2023.
  • 1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Emergent Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.