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Forvis Mazars Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Forvis Mazars Wealth 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
Q2 		$523K Buy
2,384
+203
+9% +$42.6K 0.01% 298
2026
Q1 		$418K Sell
2,181
-47
-2% -$9.42K 0.01% 306
2025
Q4 		$442K Sell
2,228
-232
-9% -$45.6K 0.01% 305
2025
Q3 		$478K Buy
2,460
+167
+7% +$31.3K 0.01% 294
2025
Q2 		$419K Hold
2,293
– – 0.01% 315
2025
Q1 		$392K Sell
2,293
-48
-2% -$8.59K 0.01% 324
2024
Q4 		$417K Buy
2,341
+48
+2% +$8.72K 0.01% 338
2024
Q3 		$411K Hold
2,293
– – 0.01% 342
2024
Q2 		$392K Buy
2,293
+1
+0% +$164 0.01% 323
2024
Q1 		$377K Sell
2,292
-288
-11% -$45K 0.01% 324
2023
Q4 		$380K Buy
2,580
+751
+41% +$104K 0.01% 312
2023
Q3 		$241K Hold
1,829
– – 0.01% 354
2023
Q2 		$247K Hold
1,829
– – 0.01% 377
2023
Q1 		$227K Sell
1,829
-62
-3% -$7.44K 0.01% 371
2022
Q4 		$215K Buy
+1,891
New +$214K 0.01% 371
2022
Q3 		– Sell
-1,846
Closed -$206K – 395
2022
Q2 		$206K Sell
1,846
-326
-15% -$39.8K 0.01% 375
2022
Q1 		$292K Buy
2,172
+412
+23% +$54.7K 0.01% 247
2021
Q4 		$256K Buy
1,760
+69
+4% +$9.75K 0.01% 254
2021
Q3 		$223K Sell
1,691
-762
-31% -$105K 0.01% 256
2021
Q2 		$326K Buy
+2,453
New +$314K 0.02% 212

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

Forvis Mazars Wealth Advisors's QUAL Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 9.3% in Q2 2026, buying an estimated $42.6K and bringing the position to 2,384 shares worth $523K. The position accounts for 0.01% of the portfolio, ranked #298.

Forvis Mazars Wealth Advisors first reported a position in QUAL in Q2 2021 and has held it in 20 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Forvis Mazars Wealth Advisors held 2,384 shares of iShares MSCI USA Quality Factor ETF worth $523K as of Q2 2026.
  • Forvis Mazars Wealth Advisors bought 203 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $42.6K.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #298 holding.
  • Forvis Mazars Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.