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

Fifth Third 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 		$243K Buy
+1,106
New +$232K 0.01% 822
2025
Q2 		– Sell
-1,316
Closed -$225K – 770
2025
Q1 		$225K Buy
1,316
+98
+8% +$17.5K 0.01% 626
2024
Q4 		$217K Buy
+1,218
New +$221K 0.01% 663

Other funds holding QUAL

OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
FG
Foster Group West Des Moines, Iowa $3.76B AUM 21.29% 1-Year Est. Return
HFS
Howard Financial Services Dallas, Texas $1B AUM 20.02% 1-Year Est. Return
SWA
Sax Wealth Advisors Parsippany, New Jersey $2.46B AUM 19.75% 1-Year Est. Return
BWM
Baron Wealth Management Troy, Michigan $386M AUM 30.18% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
TWG
The Wealth Group Eden Prairie, Minnesota $523M AUM 24.05% 1-Year Est. Return

Fifth Third Wealth Advisors's QUAL Position: Q2 2026 in Review

Fifth Third Wealth Advisors opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 1,106 shares worth $243K. The stake represents 0.01% of the portfolio and ranks #822 among its holdings. This is a return to the name: Fifth Third Wealth Advisors previously reported a position in QUAL as recently as Q1 2025.

Fifth Third Wealth Advisors first reported a position in QUAL in Q4 2024 and has held it in 3 quarters since. 347 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Fifth Third Wealth Advisors held 1,106 shares of iShares MSCI USA Quality Factor ETF worth $243K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Fifth Third Wealth Advisors position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #822 holding.
  • Fifth Third Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 3 quarters since.
  • 347 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.