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

Financial Network Wealth 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 		$1.54K Buy
+7
New +$1.47K ﹤0.01% 743
2026
Q1 		– Sell
-25
Closed -$4.97K – 877
2025
Q4 		$4.97K Hold
25
– – 0.01% 544
2025
Q3 		$4.86K Hold
25
– – 0.01% 539
2025
Q2 		$4.57K Sell
25
-57
-70% -$9.84K 0.01% 530
2025
Q1 		$14K Sell
82
-189
-70% -$33.8K 0.02% 373
2024
Q4 		$48.3K Sell
271
-4,279
-94% -$777K 0.09% 191
2024
Q3 		$816K Buy
4,550
+776
+21% +$135K 0.67% 35
2024
Q2 		$644K Sell
3,774
-153
-4% -$25.1K 0.48% 47
2024
Q1 		$645K Buy
+3,927
New +$614K 0.64% 44

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 Network Wealth Advisors's QUAL Position: Q2 2026 in Review

Financial Network Wealth Advisors opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 7 shares worth $1.54K. The stake represents ﹤0.01% of the portfolio and ranks #743 among its holdings. This is a return to the name: Financial Network Wealth Advisors previously reported a position in QUAL as recently as Q4 2025.

Financial Network Wealth Advisors first reported a position in QUAL in Q1 2024 and has held it in 9 quarters since. The position peaked at $816K in Q3 2024. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Financial Network Wealth Advisors held 7 shares of iShares MSCI USA Quality Factor ETF worth $1.54K as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Financial Network Wealth Advisors position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Financial Network Wealth Advisors's portfolio in Q2 2026, its #743 holding.
  • Financial Network Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 9 quarters since.
  • Financial Network Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $816K in Q3 2024.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.