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Estate Planners Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Estate Planners 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
Q1 		– Sell
-523
Closed -$104K – 337
2025
Q4 		$104K Buy
+523
New +$103K 0.05% 96

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Estate Planners Group's QUAL Position: Q1 2026 in Review

Estate Planners Group sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 523 shares — an estimated $104K sold.

Estate Planners Group first reported a position in QUAL in Q4 2025 and held it in 1 quarter. The position peaked at $104K in Q4 2025. 1,649 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Estate Planners Group reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Estate Planners Group sold 523 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $104K.
  • Estate Planners Group first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and held it in 1 quarter.
  • Estate Planners Group's iShares MSCI USA Quality Factor ETF position peaked at $104K in Q4 2025.
  • 1,649 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Estate Planners Group's 13F filing for Q1 2026, filed 11 May 2026.