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

Exit 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	$324K	Buy	1,475 +3	+0.2%	+$629	0.15%	116
2026 Q1	$282K	Buy	1,472 +3	+0.2%	+$601	0.15%	98
2025 Q4	$292K	Buy	1,469 +4	+0.3%	+$786	0.17%	104
2025 Q3	$285K	Buy	+1,465	New	+$275K	0.19%	104

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

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

Exit Wealth Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.2% in Q2 2026, buying an estimated $629 and bringing the position to 1,475 shares worth $324K. The position accounts for 0.15% of the portfolio, ranked #116.

Exit Wealth Advisors first reported a position in QUAL in Q3 2025 and has held it in 4 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Exit Wealth Advisors held 1,475 shares of iShares MSCI USA Quality Factor ETF worth $324K as of Q2 2026.
Exit Wealth Advisors bought 3 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $629.
iShares MSCI USA Quality Factor ETF made up 0.15% of Exit Wealth Advisors's portfolio in Q2 2026, its #116 holding.
Exit Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2025 and has held it in 4 quarters since.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Exit Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.