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First Citizens Bank & Trust’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

First Citizens Bank & Trust’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 		$1.28M Sell
5,823
-1,053
-15% -$221K 0.02% 285
2026
Q1 		$1.32M Sell
6,876
-386
-5% -$77.4K 0.03% 255
2025
Q4 		$1.44M Sell
7,262
-758
-9% -$149K 0.03% 245
2025
Q3 		$1.56M Sell
8,020
-101
-1% -$18.9K 0.03% 224
2025
Q2 		$1.48M Sell
8,121
-231
-3% -$39.9K 0.03% 221
2025
Q1 		$1.43M Sell
8,352
-365
-4% -$65.3K 0.04% 209
2024
Q4 		$1.55M Sell
8,717
-2,503
-22% -$455K 0.03% 202
2024
Q3 		$2.01M Sell
11,220
-11,687
-51% -$2.03M 0.04% 190
2024
Q2 		$3.91M Sell
22,907
-6,809
-23% -$1.12M 0.07% 118
2024
Q1 		$4.88M Buy
+29,716
New +$4.64M 0.09% 109

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

First Citizens Bank & Trust's QUAL Position: Q2 2026 in Review

First Citizens Bank & Trust reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 15% in Q2 2026, selling an estimated $221K and leaving 5,823 shares worth $1.28M. The position accounts for 0.02% of the portfolio, ranked #285.

First Citizens Bank & Trust first reported a position in QUAL in Q1 2024 and has held it in 10 quarters since. The position peaked at $4.88M in Q1 2024. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • First Citizens Bank & Trust held 5,823 shares of iShares MSCI USA Quality Factor ETF worth $1.28M as of Q2 2026.
  • First Citizens Bank & Trust sold 1,053 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $221K.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of First Citizens Bank & Trust's portfolio in Q2 2026, its #285 holding.
  • First Citizens Bank & Trust first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 10 quarters since.
  • First Citizens Bank & Trust's iShares MSCI USA Quality Factor ETF position peaked at $4.88M in Q1 2024.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on First Citizens Bank & Trust's 13F filing for Q2 2026, filed 13 Jul 2026.