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

Financial Perspectives’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	Hold	7	–	–	﹤0.01%	666
2026 Q1	$1.34K	Hold	7	–	–	﹤0.01%	654
2025 Q4	$1.39K	Hold	7	–	–	﹤0.01%	654
2025 Q3	$1.36K	Hold	7	–	–	﹤0.01%	653
2025 Q2	$1.28K	Hold	7	–	–	﹤0.01%	652
2025 Q1	$1.2K	Hold	7	–	–	﹤0.01%	653
2024 Q4	$1.25K	Hold	7	–	–	﹤0.01%	653
2024 Q3	$1.25K	Hold	7	–	–	﹤0.01%	609
2024 Q2	$1.2K	Buy	+7	New	+$1.15K	﹤0.01%	604
2023 Q4	–	Sell	-17	Closed	-$2.24K	–	718
2023 Q3	$2.24K	Buy	+17	New	+$2.32K	﹤0.01%	584
2022 Q3	–	Sell	-75	Closed	-$8.44K	–	705
2022 Q2	$8.44K	Hold	75	–	–	﹤0.01%	459
2022 Q1	$10.1K	Buy	+75	New	+$9.96K	﹤0.01%	461

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 Perspectives's QUAL Position: Q2 2026 in Review

Financial Perspectives held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 7 shares worth $1.54K. The position accounts for ﹤0.01% of the portfolio, ranked #666.

Financial Perspectives first reported a position in QUAL in Q1 2022 and has held it in 12 quarters since. The position peaked at $10.1K in Q1 2022. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Financial Perspectives held 7 shares of iShares MSCI USA Quality Factor ETF worth $1.54K as of Q2 2026.
Financial Perspectives 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 Perspectives's portfolio in Q2 2026, its #666 holding.
Financial Perspectives first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2022 and has held it in 12 quarters since.
Financial Perspectives's iShares MSCI USA Quality Factor ETF position peaked at $10.1K in Q1 2022.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.