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

Financial Management Professionals’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	$19.5K	Hold	89	–	–	﹤0.01%	458
2026 Q1	$17.1K	Hold	89	–	–	﹤0.01%	440
2025 Q4	$17.7K	Hold	89	–	–	﹤0.01%	431
2025 Q3	$17.3K	Hold	89	–	–	﹤0.01%	430
2025 Q2	$16.3K	Hold	89	–	–	﹤0.01%	451
2025 Q1	$15.2K	Hold	89	–	–	﹤0.01%	471
2024 Q4	$15.8K	Hold	89	–	–	﹤0.01%	444
2024 Q3	$16K	Buy	+89	New	+$15.4K	﹤0.01%	451
2022 Q4	–	Sell	-10	Closed	-$1K	–	1048
2022 Q3	$1K	Hold	10	–	–	﹤0.01%	855
2022 Q2	$1K	Hold	10	–	–	﹤0.01%	869
2022 Q1	$1K	Hold	10	–	–	﹤0.01%	938
2021 Q4	$1K	Hold	10	–	–	﹤0.01%	877
2021 Q3	$1K	Buy	+10	New	+$1.38K	﹤0.01%	858

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 Management Professionals's QUAL Position: Q2 2026 in Review

Financial Management Professionals held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 89 shares worth $19.5K. The position accounts for ﹤0.01% of the portfolio, ranked #458.

Financial Management Professionals first reported a position in QUAL in Q3 2021 and has held it in 13 quarters since. 1,633 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Financial Management Professionals held 89 shares of iShares MSCI USA Quality Factor ETF worth $19.5K as of Q2 2026.
Financial Management Professionals left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #458 holding.
Financial Management Professionals first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2021 and has held it in 13 quarters since.
1,633 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.