Empower Advisory Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Empower Advisory Group’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	$908K	Sell	4,138 -40	-1%	-$8.39K	﹤0.01%	262
2026 Q1	$801K	Sell	4,178 -1,115	-21%	-$223K	﹤0.01%	260
2025 Q4	$1.05M	Buy	5,293 +775	+17%	+$152K	﹤0.01%	243
2025 Q3	$879K	Sell	4,518 -30	-0.7%	-$5.63K	﹤0.01%	266
2025 Q2	$831K	Buy	4,548 +2,061	+83%	+$356K	﹤0.01%	260
2025 Q1	$425K	Sell	2,487 -1,635	-40%	-$293K	﹤0.01%	340
2024 Q4	$734K	Buy	4,122 +1,121	+37%	+$204K	﹤0.01%	278
2024 Q3	$538K	Sell	3,001 -917	-23%	-$159K	﹤0.01%	303
2024 Q2	$669K	Buy	3,918 +1,425	+57%	+$234K	﹤0.01%	265
2024 Q1	$410K	Buy	+2,493	New	+$389K	﹤0.01%	341

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

Empower Advisory Group's QUAL Position: Q2 2026 in Review

Empower Advisory Group reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.96% in Q2 2026, selling an estimated $8.39K and leaving 4,138 shares worth $908K. The position accounts for ﹤0.01% of the portfolio, ranked #262.

Empower Advisory Group first reported a position in QUAL in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.05M in Q4 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Empower Advisory Group held 4,138 shares of iShares MSCI USA Quality Factor ETF worth $908K as of Q2 2026.
Empower Advisory Group sold 40 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $8.39K.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #262 holding.
Empower Advisory Group first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
Empower Advisory Group's iShares MSCI USA Quality Factor ETF position peaked at $1.05M in Q4 2025.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.