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

Financial Insights’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 		$1.39M Sell
7,237
-66
-0.9% -$13.2K 0.45% 39
2025
Q4 		$1.45M Sell
7,303
-75
-1% -$14.7K 0.49% 39
2025
Q3 		$1.44M Sell
7,378
-254
-3% -$47.7K 0.48% 39
2025
Q2 		$1.4M Sell
7,632
-108
-1% -$18.6K 0.51% 35
2025
Q1 		$1.32M Sell
7,740
-603
-7% -$108K 0.53% 33
2024
Q4 		$1.49M Sell
8,343
-4,017
-33% -$730K 0.55% 32
2024
Q3 		$2.22M Sell
12,360
-2,217
-15% -$385K 0.7% 30
2024
Q2 		$2.49M Sell
14,577
-625
-4% -$103K 0.69% 29
2024
Q1 		$2.5M Sell
15,202
-203
-1% -$31.7K 0.7% 28
2023
Q4 		$2.27M Sell
15,405
-539
-3% -$74.6K 0.71% 27
2023
Q3 		$2.07M Sell
15,944
-2,742
-15% -$374K 0.74% 26
2023
Q2 		$2.52M Sell
18,686
-6,336
-25% -$806K 0.93% 21
2023
Q1 		$3.1M Sell
25,022
-8,549
-25% -$1.03M 1.26% 18
2022
Q4 		$3.83M Buy
33,571
+12,169
+57% +$1.38M 1.81% 14
2022
Q3 		$2.23M Buy
21,402
+9,962
+87% +$1.17M 1.5% 15
2022
Q2 		$1.28M Buy
11,440
+976
+9% +$119K 1.3% 21
2022
Q1 		$1.41M Hold
10,464
– – 1.29% 19
2021
Q4 		$1.52M Hold
10,464
– – 1.31% 19
2021
Q3 		$1.38M Buy
10,464
+250
+2% +$34.4K 1.27% 20
2021
Q2 		$1.36M Sell
10,214
-1,307
-11% -$168K 1.12% 21
2021
Q1 		$1.4M Hold
11,521
– – 1.04% 22
2020
Q4 		$1.34M Buy
11,521
+892
+8% +$98.2K 1.04% 23
2020
Q3 		$1.1M Sell
10,629
-574
-5% -$58.8K 0.94% 21
2020
Q2 		$1.02M Buy
11,203
+554
+5% +$50.9K 0.91% 22
2020
Q1 		$863K Hold
10,649
– – 0.91% 23
2019
Q4 		$1.08M Sell
10,649
-534
-5% -$51.4K 0.94% 23
2019
Q3 		$1.03M Hold
11,183
– – 0.99% 22
2019
Q2 		$1M Buy
11,183
+1,212
+12% +$109K 1.02% 21
2019
Q1 		$916K Sell
9,971
-3,016
-23% -$254K 0.95% 22
2018
Q4 		$1.08M Buy
+12,987
New +$1.08M 1.2% 20

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 Insights's QUAL Position: Q1 2026 in Review

Financial Insights reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.9% in Q1 2026, selling an estimated $13.2K and leaving 7,237 shares worth $1.39M. The position accounts for 0.45% of the portfolio, ranked #39.

Financial Insights first reported a position in QUAL in Q4 2018 and has held it in 30 quarters since. The position peaked at $3.83M in Q4 2022. 1,648 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Financial Insights held 7,237 shares of iShares MSCI USA Quality Factor ETF worth $1.39M as of Q1 2026.
  • Financial Insights sold 66 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $13.2K.
  • iShares MSCI USA Quality Factor ETF made up 0.45% of Financial Insights's portfolio in Q1 2026, its #39 holding.
  • Financial Insights first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2018 and has held it in 30 quarters since.
  • Financial Insights's iShares MSCI USA Quality Factor ETF position peaked at $3.83M in Q4 2022.
  • 1,648 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Financial Insights's 13F filing for Q1 2026, filed 19 May 2026.