Focus Partners Wealth
QUAL icon

Focus Partners Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Focus Partners Wealth’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 		$461M Buy
2,400,332
+13,376
+0.6% +$2.68M 0.51% 41
2025
Q4 		$474M Buy
2,386,956
+240,881
+11% +$47.3M 0.54% 38
2025
Q3 		$417M Buy
2,146,075
+43,309
+2% +$8.13M 0.67% 35
2025
Q2 		$384M Buy
2,102,766
+211,244
+11% +$36.5M 0.83% 26
2025
Q1 		$323M Buy
1,891,522
+1,287,922
+213% +$231M 0.81% 25
2024
Q4 		$107M Buy
603,600
+577,171
+2,184% +$105M 0.28% 73
2024
Q3 		$4.32M Buy
26,429
+9,266
+54% +$1.61M 0.01% 599
2024
Q2 		$2.93M Buy
17,163
+12,760
+290% +$2.1M 0.01% 595
2024
Q1 		$724K Buy
4,403
+1,595
+57% +$249K 0.01% 657
2023
Q4 		$413K Buy
+2,808
New +$389K 0.01% 609

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

Focus Partners Wealth's QUAL Position: Q1 2026 in Review

Focus Partners Wealth increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.56% in Q1 2026, buying an estimated $2.68M and bringing the position to 2,400,332 shares worth $461M. The position accounts for 0.51% of the portfolio, ranked #41.

Focus Partners Wealth first reported a position in QUAL in Q4 2023 and has held it in 10 quarters since. The position peaked at $474M in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Focus Partners Wealth held 2,400,332 shares of iShares MSCI USA Quality Factor ETF worth $461M as of Q1 2026.
  • Focus Partners Wealth bought 13,376 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $2.68M.
  • iShares MSCI USA Quality Factor ETF made up 0.51% of Focus Partners Wealth's portfolio in Q1 2026, its #41 holding.
  • Focus Partners Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2023 and has held it in 10 quarters since.
  • Focus Partners Wealth's iShares MSCI USA Quality Factor ETF position peaked at $474M in Q4 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Focus Partners Wealth's 13F filing for Q1 2026, filed 15 May 2026.