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

Farther Finance 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 		$30.7M Sell
139,887
-61,248
-30% -$12.8M 0.24% 77
2026
Q1 		$38.8M Sell
201,135
-7,432
-4% -$1.49M 0.37% 52
2025
Q4 		$41.4M Sell
208,567
-228
-0.1% -$44.8K 0.44% 42
2025
Q3 		$40.6M Buy
208,795
+26,600
+15% +$4.99M 0.61% 27
2025
Q2 		$33.3M Sell
182,195
-75,936
-29% -$13.1M 0.67% 19
2025
Q1 		$44.2M Buy
258,131
+81,084
+46% +$14.5M 1.13% 13
2024
Q4 		$31.5M Buy
177,047
+17,845
+11% +$3.24M 1.14% 11
2024
Q3 		$28.5M Buy
159,202
+5,295
+3% +$918K 1.07% 12
2024
Q2 		$26.2M Buy
153,907
+20,259
+15% +$3.33M 1.27% 9
2024
Q1 		$21.9M Buy
133,648
+25,371
+23% +$3.96M 1.33% 10
2023
Q4 		$15.9M Buy
108,277
+36,626
+51% +$5.07M 1.15% 11
2023
Q3 		$9.44M Buy
71,651
+18,639
+35% +$2.55M 1.48% 8
2023
Q2 		$7.15M Buy
53,012
+9,634
+22% +$1.23M 1.56% 12
2023
Q1 		$5.38M Buy
43,378
+39,801
+1,113% +$4.78M 1.57% 11
2022
Q4 		$408K Buy
+3,577
New +$406K 0.16% 129

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

Farther Finance Advisors's QUAL Position: Q2 2026 in Review

Farther Finance Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 30% in Q2 2026, selling an estimated $12.8M and leaving 139,887 shares worth $30.7M. The position accounts for 0.24% of the portfolio, ranked #77.

Farther Finance Advisors first reported a position in QUAL in Q4 2022 and has held it in 15 quarters since. The position peaked at $44.2M in Q1 2025. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Farther Finance Advisors held 139,887 shares of iShares MSCI USA Quality Factor ETF worth $30.7M as of Q2 2026.
  • Farther Finance Advisors sold 61,248 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $12.8M.
  • iShares MSCI USA Quality Factor ETF made up 0.24% of Farther Finance Advisors's portfolio in Q2 2026, its #77 holding.
  • Farther Finance Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and has held it in 15 quarters since.
  • Farther Finance Advisors's iShares MSCI USA Quality Factor ETF position peaked at $44.2M in Q1 2025.
  • 1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.