Financial Engines Advisors
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Financial Engines Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Financial Engines 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 		$1.43M Buy
6,530
+715
+12% +$150K ﹤0.01% 272
2026
Q1 		$1.12M Buy
5,815
+502
+9% +$101K ﹤0.01% 290
2025
Q4 		$1.06M Buy
5,313
+1,814
+52% +$356K ﹤0.01% 310
2025
Q3 		$681K Buy
+3,499
New +$656K ﹤0.01% 352
2025
Q2 		– Sell
-1,821
Closed -$311K – 531
2025
Q1 		$311K Sell
1,821
-118
-6% -$21.1K ﹤0.01% 370
2024
Q4 		$345K Buy
1,939
+251
+15% +$45.6K ﹤0.01% 363
2024
Q3 		$303K Sell
1,688
-593
-26% -$103K ﹤0.01% 331
2024
Q2 		$390K Buy
+2,281
New +$375K ﹤0.01% 282

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

Financial Engines Advisors's QUAL Position: Q2 2026 in Review

Financial Engines Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 12% in Q2 2026, buying an estimated $150K and bringing the position to 6,530 shares worth $1.43M. The position accounts for ﹤0.01% of the portfolio, ranked #272.

Financial Engines Advisors first reported a position in QUAL in Q2 2024 and has held it in 8 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Financial Engines Advisors held 6,530 shares of iShares MSCI USA Quality Factor ETF worth $1.43M as of Q2 2026.
  • Financial Engines Advisors bought 715 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $150K.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #272 holding.
  • Financial Engines Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 8 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.