First Foundation Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

First Foundation 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 Q1	$9.46M	Sell	49,319 -3,457	-7%	-$693K	0.38%	49
2025 Q4	$10.5M	Sell	52,776 -1,092	-2%	-$215K	0.4%	48
2025 Q3	$10.5M	Sell	53,868 -1,978	-4%	-$371K	0.39%	48
2025 Q2	$10.2M	Buy	55,846 +10,701	+24%	+$1.85M	0.38%	49
2025 Q1	$7.71M	Buy	45,145 +15,186	+51%	+$2.72M	0.31%	57
2024 Q4	$5.34M	Buy	+29,959	New	+$5.44M	0.2%	79
2024 Q3	–	Sell	-1,301	Closed	-$222K	–	430
2024 Q2	$222K	Buy	+1,301	New	+$214K	0.01%	310

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

First Foundation Advisors's QUAL Position: Q1 2026 in Review

First Foundation Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 6.6% in Q1 2026, selling an estimated $693K and leaving 49,319 shares worth $9.46M. The position accounts for 0.38% of the portfolio, ranked #49.

First Foundation Advisors first reported a position in QUAL in Q2 2024 and has held it in 7 quarters since. The position peaked at $10.5M in Q4 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

First Foundation Advisors held 49,319 shares of iShares MSCI USA Quality Factor ETF worth $9.46M as of Q1 2026.
First Foundation Advisors sold 3,457 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $693K.
iShares MSCI USA Quality Factor ETF made up 0.38% of First Foundation Advisors's portfolio in Q1 2026, its #49 holding.
First Foundation Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 7 quarters since.
First Foundation Advisors's iShares MSCI USA Quality Factor ETF position peaked at $10.5M in Q4 2025.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.