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 Q3	$1.56K	Hold	28	–	–	﹤0.01%	665
2026 Q2	$1.54K	Hold	28	–	–	﹤0.01%	666
2026 Q1	$1.34K	Hold	28	–	–	﹤0.01%	654
2025 Q4	$1.39K	Hold	28	–	–	﹤0.01%	654
2025 Q3	$1.36K	Hold	28	–	–	﹤0.01%	653
2025 Q2	$1.28K	Hold	28	–	–	﹤0.01%	652
2025 Q1	$1.2K	Hold	28	–	–	﹤0.01%	653
2024 Q4	$1.25K	Hold	28	–	–	﹤0.01%	653
2024 Q3	$1.26K	Hold	28	–	–	﹤0.01%	609
2024 Q2	$1.2K	Buy	+28	New	+$1.15K	﹤0.01%	604
2023 Q4	–	Sell	-68	Closed	-$2.24K	–	718
2023 Q3	$2.24K	Buy	+68	New	+$2.32K	﹤0.01%	584
2022 Q3	–	Sell	-300	Closed	-$8.44K	–	705
2022 Q2	$8.44K	Hold	300	–	–	﹤0.01%	459
2022 Q1	$10.1K	Buy	+300	New	+$10K	﹤0.01%	461

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Facet Wealth Inc Baltimore, Maryland $7.95B AUM 11.9% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

M&T Bank Buffalo, New York $34.1B AUM 21.87% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.6B AUM 20.91% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Empirical Wealth Management Seattle, Washington $7.38B AUM 22.9% 1-Year Est. Return

Financial Perspectives's QUAL Position: Q3 2026 in Review

Financial Perspectives held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q3 2026 at 28 shares worth $1.56K. The position accounts for ﹤0.01% of the portfolio, ranked #665.

Financial Perspectives first reported a position in QUAL in Q1 2022 and has held it in 13 quarters since. The position peaked at $10.1K in Q1 2022. 1,175 funds tracked by Wall St. Rank hold QUAL as of Q3 2026.

Financial Perspectives held 28 shares of iShares MSCI USA Quality Factor ETF worth $1.56K as of Q3 2026.
Financial Perspectives left its iShares MSCI USA Quality Factor ETF share count unchanged in Q3 2026.
iShares MSCI USA Quality Factor ETF made up ﹤0.01% of Financial Perspectives's portfolio in Q3 2026, its #665 holding.
Financial Perspectives first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2022 and has held it in 13 quarters since.
Financial Perspectives's iShares MSCI USA Quality Factor ETF position peaked at $10.1K in Q1 2022.
1,175 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2026.

Based on Financial Perspectives's 13F filing for Q3 2026, filed 3 Nov 2026.