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

Florida Financial 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 		$940K Buy
4,897
+629
+15% +$126K 0.22% 112
2025
Q4 		$848K Buy
4,268
+1,410
+49% +$277K 0.23% 107
2025
Q3 		$556K Sell
2,858
-85
-3% -$15.9K 0.17% 132
2025
Q2 		$538K Buy
2,943
+468
+19% +$80.8K 0.18% 131
2025
Q1 		$423K Buy
2,475
+160
+7% +$28.6K 0.17% 127
2024
Q4 		$412K Buy
2,315
+66
+3% +$12K 0.18% 104
2024
Q3 		$403K Buy
2,249
+255
+13% +$44.2K 0.21% 91
2024
Q2 		$340K Hold
1,994
– – 0.2% 89
2024
Q1 		$328K Buy
1,994
+509
+34% +$79.5K 0.24% 75
2023
Q4 		$219K Buy
+1,485
New +$206K 0.2% 99

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Florida Financial Advisors's QUAL Position: Q1 2026 in Review

Florida Financial Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 15% in Q1 2026, buying an estimated $126K and bringing the position to 4,897 shares worth $940K. The position accounts for 0.22% of the portfolio, ranked #112.

Florida Financial Advisors first reported a position in QUAL in Q4 2023 and has held it in 10 quarters since. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Florida Financial Advisors held 4,897 shares of iShares MSCI USA Quality Factor ETF worth $940K as of Q1 2026.
  • Florida Financial Advisors bought 629 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $126K.
  • iShares MSCI USA Quality Factor ETF made up 0.22% of Florida Financial Advisors's portfolio in Q1 2026, its #112 holding.
  • Florida Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Florida Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.