Evelyn Partners Asset Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Evelyn Partners Asset Management’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	$2.3K	Hold	12	–	–	﹤0.01%	298
2025 Q4	$2.38K	Hold	12	–	–	﹤0.01%	276
2025 Q3	$2.33K	Hold	12	–	–	﹤0.01%	270
2025 Q2	$2.19K	Hold	12	–	–	﹤0.01%	225
2025 Q1	$2.05K	Sell	12 -109	-90%	-$19.5K	﹤0.01%	236
2024 Q4	$21.5K	Buy	+121	New	+$22K	0.01%	181

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Evelyn Partners Asset Management's QUAL Position: Q1 2026 in Review

Evelyn Partners Asset Management held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2026 at 12 shares worth $2.3K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Evelyn Partners Asset Management first reported a position in QUAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $21.5K in Q4 2024. 1,655 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Evelyn Partners Asset Management held 12 shares of iShares MSCI USA Quality Factor ETF worth $2.3K as of Q1 2026.
Evelyn Partners Asset Management left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Evelyn Partners Asset Management's portfolio in Q1 2026, its #298 holding.
Evelyn Partners Asset Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
Evelyn Partners Asset Management's iShares MSCI USA Quality Factor ETF position peaked at $21.5K in Q4 2024.
1,655 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Evelyn Partners Asset Management's 13F filing for Q1 2026, filed 15 May 2026.