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

Etesian 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	$6.02M	Buy	27,426 +8,290	+43%	+$1.74M	1.78%	15
2026 Q1	$3.67M	Buy	19,136 +6,127	+47%	+$1.23M	1.17%	23
2025 Q4	$2.58M	Buy	13,009 +7,206	+124%	+$1.42M	0.81%	34
2025 Q3	$1.13M	Buy	5,803 +1,155	+25%	+$217K	0.37%	66
2025 Q2	$850K	Buy	4,648 +417	+10%	+$72K	0.32%	71
2025 Q1	$723K	Buy	4,231 +1,306	+45%	+$234K	0.31%	77
2024 Q4	$521K	Buy	2,925 +45	+2%	+$8.17K	0.23%	96
2024 Q3	$516K	Buy	+2,880	New	+$500K	0.23%	101

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

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

Etesian Wealth Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 43% in Q2 2026, buying an estimated $1.74M and bringing the position to 27,426 shares worth $6.02M. The position accounts for 1.78% of the portfolio, ranked #15.

Etesian Wealth Advisors first reported a position in QUAL in Q3 2024 and has held it in 8 quarters since. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Etesian Wealth Advisors held 27,426 shares of iShares MSCI USA Quality Factor ETF worth $6.02M as of Q2 2026.
Etesian Wealth Advisors bought 8,290 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.74M.
iShares MSCI USA Quality Factor ETF made up 1.78% of Etesian Wealth Advisors's portfolio in Q2 2026, its #15 holding.
Etesian Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and has held it in 8 quarters since.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Etesian Wealth Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.