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

EverSource 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 		$1.3M Sell
5,939
-6,889
-54% -$1.44M 0.04% 300
2026
Q1 		$2.46M Buy
12,828
+1,904
+17% +$382K 0.08% 189
2025
Q4 		$2.17M Sell
10,924
-2,219
-17% -$436K 0.08% 181
2025
Q3 		$2.56M Sell
13,143
-2,081
-14% -$390K 0.1% 150
2025
Q2 		$2.78M Buy
15,224
+2,748
+22% +$474K 0.13% 136
2025
Q1 		$2.13M Buy
12,476
+4,682
+60% +$838K 0.12% 140
2024
Q4 		$1.39M Sell
7,794
-177
-2% -$32.2K 0.08% 196
2024
Q3 		$1.43M Sell
7,971
-2,468
-24% -$428K 0.09% 172
2024
Q2 		$1.79M Buy
10,439
+4,149
+66% +$681K 0.12% 146
2024
Q1 		$987K Sell
6,290
-1,276
-17% -$199K 0.08% 185
2023
Q4 		$1.11M Buy
7,566
+775
+11% +$107K 0.1% 154
2023
Q3 		$895K Sell
6,791
-1,388
-17% -$190K 0.09% 165
2023
Q2 		$1.1M Buy
8,179
+75
+0.9% +$9.54K 0.12% 151
2023
Q1 		$1.01M Buy
8,104
+7,971
+5,993% +$957K 0.13% 142
2022
Q4 		$15.2K Buy
+133
New +$15.1K ﹤0.01% 1166

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

EverSource Wealth Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 54% in Q2 2026, selling an estimated $1.44M and leaving 5,939 shares worth $1.3M. The position accounts for 0.04% of the portfolio, ranked #300.

EverSource Wealth Advisors first reported a position in QUAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.78M in Q2 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • EverSource Wealth Advisors held 5,939 shares of iShares MSCI USA Quality Factor ETF worth $1.3M as of Q2 2026.
  • EverSource Wealth Advisors sold 6,889 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.44M.
  • iShares MSCI USA Quality Factor ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #300 holding.
  • EverSource Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • EverSource Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $2.78M in Q2 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.