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Farmers & Merchants Investments Inc’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Farmers & Merchants Investments Inc’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 		$1.76M Hold
8,034
– – 0.04% 183
2026
Q1 		$1.54M Hold
8,034
– – 0.04% 182
2025
Q4 		$1.6M Hold
8,034
– – 0.04% 178
2025
Q3 		$1.56M Hold
8,034
– – 0.04% 179
2025
Q2 		$1.47M Hold
8,034
– – 0.04% 182
2025
Q1 		$1.37M Sell
8,034
-214
-3% -$38.3K 0.04% 180
2024
Q4 		$1.47M Buy
8,248
+214
+3% +$38.9K 0.05% 178
2024
Q3 		$1.44M Hold
8,034
– – 0.04% 175
2024
Q2 		$1.37M Sell
8,034
-50
-0.6% -$8.21K 0.05% 174
2024
Q1 		$1.33M Buy
8,084
+50
+0.6% +$7.81K 0.04% 178
2023
Q4 		$1.18M Sell
8,034
-90
-1% -$12.5K 0.04% 179
2023
Q3 		$1.07M Sell
8,124
-22
-0.3% -$3K 0.04% 183
2023
Q2 		$1.1M Hold
8,146
– – 0.04% 184
2023
Q1 		$1.01M Buy
8,146
+19
+0.2% +$2.28K 0.04% 189
2022
Q4 		$926K Hold
8,127
– – 0.04% 190
2022
Q3 		$845K Hold
8,127
– – 0.04% 196
2022
Q2 		$908K Sell
8,127
-90
-1% -$11K 0.04% 201
2022
Q1 		$1.11M Buy
8,217
+1,060
+15% +$141K 0.04% 198
2021
Q4 		$1.04M Buy
7,157
+7,120
+19,243% +$1.01M 0.04% 202
2021
Q3 		$5K Buy
+37
New +$5.09K ﹤0.01% 857

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

Farmers & Merchants Investments Inc's QUAL Position: Q2 2026 in Review

Farmers & Merchants Investments Inc held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 8,034 shares worth $1.76M. The position accounts for 0.04% of the portfolio, ranked #183.

Farmers & Merchants Investments Inc first reported a position in QUAL in Q3 2021 and has held it in 20 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Farmers & Merchants Investments Inc held 8,034 shares of iShares MSCI USA Quality Factor ETF worth $1.76M as of Q2 2026.
  • Farmers & Merchants Investments Inc left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.04% of Farmers & Merchants Investments Inc's portfolio in Q2 2026, its #183 holding.
  • Farmers & Merchants Investments Inc first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Farmers & Merchants Investments Inc's 13F filing for Q2 2026, filed 20 Jul 2026.