Financial Gravity Companies’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Financial Gravity Companies’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	$1.23M	Buy	+5,627	New	+$1.18M	0.2%	75
2025 Q2	$1.16M	Buy	+6,332	New	+$1.09M	0.23%	74
2024 Q4	$821K	Sell	4,611 -152	-3%	-$27.6K	0.19%	81
2024 Q3	$854K	Buy	+4,763	New	+$826K	0.23%	61
2018 Q4	$11K	Buy	+135	New	+$11.2K	0.01%	578
2018 Q1	$11K	Buy	+135	New	+$11.4K	0.01%	579

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Gravity Companies's QUAL Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 5,627 shares worth $1.23M. The stake represents 0.2% of the portfolio and ranks #75 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in QUAL as recently as Q2 2025.

Financial Gravity Companies first reported a position in QUAL in Q1 2018 and has held it in 6 quarters since. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Financial Gravity Companies held 5,627 shares of iShares MSCI USA Quality Factor ETF worth $1.23M as of Q2 2026.
iShares MSCI USA Quality Factor ETF was a new Financial Gravity Companies position in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.2% of Financial Gravity Companies's portfolio in Q2 2026, its #75 holding.
Financial Gravity Companies first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2018 and has held it in 6 quarters since.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.