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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
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

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Financial Gravity Companies's QUAL Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2025: 6,332 shares worth $1.16M. The stake represents 0.23% of the portfolio and ranks #74 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in QUAL as recently as Q4 2024.

Financial Gravity Companies first reported a position in QUAL in Q1 2018 and has held it in 5 quarters since. 1,502 funds tracked by Wall St. Rank hold QUAL as of Q2 2025.

  • Financial Gravity Companies held 6,332 shares of iShares MSCI USA Quality Factor ETF worth $1.16M as of Q2 2025.
  • iShares MSCI USA Quality Factor ETF was a new Financial Gravity Companies position in Q2 2025.
  • iShares MSCI USA Quality Factor ETF made up 0.23% of Financial Gravity Companies's portfolio in Q2 2025, its #74 holding.
  • Financial Gravity Companies first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2018 and has held it in 5 quarters since.
  • 1,502 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.