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

Forefront Wealth Partners’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	$545K	Buy	2,481 +358	+17%	+$75.1K	0.17%	109
2026 Q1	$407K	Sell	2,123 -117	-5%	-$23.5K	0.17%	110
2025 Q4	$445K	Buy	+2,240	New	+$440K	0.21%	93
2025 Q3	–	Sell	-1,725	Closed	-$308K	–	202
2025 Q2	$308K	Buy	1,725 +197	+13%	+$34K	0.21%	79
2025 Q1	$261K	Buy	1,528 +18	+1%	+$3.22K	0.18%	101
2024 Q4	$269K	Buy	+1,510	New	+$274K	0.2%	78

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Forefront Wealth Partners's QUAL Position: Q2 2026 in Review

Forefront Wealth Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 17% in Q2 2026, buying an estimated $75.1K and bringing the position to 2,481 shares worth $545K. The position accounts for 0.17% of the portfolio, ranked #109.

Forefront Wealth Partners first reported a position in QUAL in Q4 2024 and has held it in 6 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Forefront Wealth Partners held 2,481 shares of iShares MSCI USA Quality Factor ETF worth $545K as of Q2 2026.
Forefront Wealth Partners bought 358 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $75.1K.
iShares MSCI USA Quality Factor ETF made up 0.17% of Forefront Wealth Partners's portfolio in Q2 2026, its #109 holding.
Forefront Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.