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

Ergawealth 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 Q1	$954K	Buy	4,975 +9	+0.2%	+$1.8K	0.42%	24
2025 Q4	$986K	Sell	4,966 -755	-13%	-$148K	0.45%	22
2025 Q3	$1.11M	Buy	5,721 +10	+0.2%	+$1.88K	0.52%	26
2025 Q2	$1.04M	Sell	5,711 -319	-5%	-$55.1K	0.47%	29
2025 Q1	$1.03M	Sell	6,030 -51	-0.8%	-$9.13K	0.51%	25
2024 Q4	$1.08M	Sell	6,081 -517	-8%	-$93.9K	0.54%	24
2024 Q3	$1.18M	Buy	6,598 +7	+0.1%	+$1.21K	0.59%	23
2024 Q2	$1.13M	Sell	6,591 -17	-0.3%	-$2.79K	0.61%	22
2024 Q1	$1.09M	Sell	6,608 -1,366	-17%	-$213K	0.6%	21
2023 Q4	$1.17M	Sell	7,974 -306	-4%	-$42.4K	0.72%	18
2023 Q3	$1.09M	Buy	8,280 +253	+3%	+$34.5K	0.75%	16
2023 Q2	$1.08M	Buy	8,027 +14	+0.2%	+$1.78K	0.74%	16
2023 Q1	$994K	Sell	8,013 -849	-10%	-$102K	0.81%	16
2022 Q4	$1.01M	Buy	+8,862	New	+$1.01M	0.91%	16

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ergawealth Advisors's QUAL Position: Q1 2026 in Review

Ergawealth Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.18% in Q1 2026, buying an estimated $1.8K and bringing the position to 4,975 shares worth $954K. The position accounts for 0.42% of the portfolio, ranked #24.

Ergawealth Advisors first reported a position in QUAL in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.18M in Q3 2024. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Ergawealth Advisors held 4,975 shares of iShares MSCI USA Quality Factor ETF worth $954K as of Q1 2026.
Ergawealth Advisors bought 9 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $1.8K.
iShares MSCI USA Quality Factor ETF made up 0.42% of Ergawealth Advisors's portfolio in Q1 2026, its #24 holding.
Ergawealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and has held it in 14 quarters since.
Ergawealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $1.18M in Q3 2024.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Ergawealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.