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

Everpar 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	$1.84M	Buy	8,388 +1,830	+28%	+$384K	0.52%	39
2026 Q1	$1.26M	Sell	6,558 -947	-13%	-$190K	0.43%	52
2025 Q4	$1.49M	Sell	7,505 -6,721	-47%	-$1.32M	0.55%	37
2025 Q3	$2.77M	Buy	14,226 +2,647	+23%	+$497K	1.09%	18
2025 Q2	$2.12M	Buy	11,579 +3,045	+36%	+$526K	0.96%	19
2025 Q1	$1.46M	Buy	8,534 +1,850	+28%	+$331K	0.77%	29
2024 Q4	$1.19M	Buy	6,684 +483	+8%	+$87.7K	0.6%	32
2024 Q3	$1.11M	Buy	6,201 +1,011	+19%	+$175K	0.58%	35
2024 Q2	$886K	Buy	5,190 +2,653	+105%	+$436K	0.44%	48
2024 Q1	$417K	Buy	+2,537	New	+$396K	0.25%	132

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

Everpar Advisors's QUAL Position: Q2 2026 in Review

Everpar Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 28% in Q2 2026, buying an estimated $384K and bringing the position to 8,388 shares worth $1.84M. The position accounts for 0.52% of the portfolio, ranked #39.

Everpar Advisors first reported a position in QUAL in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.77M in Q3 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Everpar Advisors held 8,388 shares of iShares MSCI USA Quality Factor ETF worth $1.84M as of Q2 2026.
Everpar Advisors bought 1,830 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $384K.
iShares MSCI USA Quality Factor ETF made up 0.52% of Everpar Advisors's portfolio in Q2 2026, its #39 holding.
Everpar Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
Everpar Advisors's iShares MSCI USA Quality Factor ETF position peaked at $2.77M in Q3 2025.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.