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Financial Connections Group’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Financial Connections Group’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
Q1 		$5K Buy
+31
New +$6.21K ﹤0.01% 217
2025
Q4 		– Sell
-65
Closed -$12K – 240
2025
Q3 		$12K Hold
65
– – ﹤0.01% 168
2025
Q2 		$11K Buy
+65
New +$11.2K ﹤0.01% 178

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Financial Connections Group's QUAL Position: Q1 2026 in Review

Financial Connections Group opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026: 31 shares worth $5K. The stake represents ﹤0.01% of the portfolio and ranks #217 among its holdings. This is a return to the name: Financial Connections Group previously reported a position in QUAL as recently as Q3 2025.

Financial Connections Group first reported a position in QUAL in Q2 2025 and has held it in 3 quarters since. The position peaked at $12K in Q3 2025. 1,655 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Financial Connections Group held 31 shares of iShares MSCI USA Quality Factor ETF worth $5K as of Q1 2026.
  • iShares MSCI USA Quality Factor ETF was a new Financial Connections Group position in Q1 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Financial Connections Group's portfolio in Q1 2026, its #217 holding.
  • Financial Connections Group first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and has held it in 3 quarters since.
  • Financial Connections Group's iShares MSCI USA Quality Factor ETF position peaked at $12K in Q3 2025.
  • 1,655 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.