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

Financial Network Wealth Management’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	$657K	Hold	3,427	–	–	0.21%	59
2025 Q4	$680K	Hold	3,427	–	–	0.21%	59
2025 Q3	$671K	Buy	+3,427	New	+$643K	0.21%	61
2025 Q1	$585K	Hold	3,427	–	–	0.21%	63
2024 Q4	$610K	Hold	3,427	–	–	0.22%	61
2024 Q3	$614K	Hold	3,427	–	–	0.22%	63
2024 Q2	$585K	Buy	+3,427	New	+$563K	0.22%	61
2024 Q1	–	Sell	-3,427	Closed	-$504K	–	84
2023 Q4	$504K	Hold	3,427	–	–	0.22%	61
2023 Q3	$452K	Hold	3,427	–	–	0.22%	59
2023 Q2	$479K	Hold	3,427	–	–	0.22%	60
2023 Q1	$425K	Hold	3,427	–	–	0.21%	63
2022 Q4	$391K	Hold	3,427	–	–	0.21%	64
2022 Q3	$356K	Hold	3,427	–	–	0.22%	59
2022 Q2	$383K	Hold	3,427	–	–	0.23%	55
2022 Q1	$461K	Hold	3,427	–	–	0.24%	55
2021 Q4	$499K	Hold	3,427	–	–	0.25%	50
2021 Q3	$451K	Buy	3,427 +1,827	+114%	+$251K	0.26%	52
2021 Q2	$213K	Sell	1,600 -146	-8%	-$18.7K	0.13%	102
2021 Q1	$213K	Hold	1,746	–	–	0.14%	99
2020 Q4	$203K	Buy	+1,746	New	+$192K	0.16%	91

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Financial Network Wealth Management's QUAL Position: Q1 2026 in Review

Financial Network Wealth Management held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q1 2026 at 3,427 shares worth $657K. The position accounts for 0.21% of the portfolio, ranked #59.

Financial Network Wealth Management first reported a position in QUAL in Q4 2020 and has held it in 20 quarters since. The position peaked at $680K in Q4 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Financial Network Wealth Management held 3,427 shares of iShares MSCI USA Quality Factor ETF worth $657K as of Q1 2026.
Financial Network Wealth Management left its iShares MSCI USA Quality Factor ETF share count unchanged in Q1 2026.
iShares MSCI USA Quality Factor ETF made up 0.21% of Financial Network Wealth Management's portfolio in Q1 2026, its #59 holding.
Financial Network Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2020 and has held it in 20 quarters since.
Financial Network Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $680K in Q4 2025.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Financial Network Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.