FFA
QUAL icon

Founders Financial Alliance’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Founders Financial Alliance’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 		$4.92M Buy
22,432
+20,932
+1,395% +$4.39M 0.65% 39
2026
Q1 		$288K Buy
1,500
+992
+195% +$199K 0.05% 309
2025
Q4 		$101K Sell
508
-785
-61% -$154K 0.02% 392
2025
Q3 		$251K Buy
1,293
+95
+8% +$17.8K 0.05% 324
2025
Q2 		$219K Sell
1,198
-63
-5% -$10.9K 0.05% 301
2025
Q1 		$215K Sell
1,261
-236
-16% -$42.3K 0.05% 323
2024
Q4 		$267K Hold
1,497
– – 0.07% 233
2024
Q3 		$268K Buy
1,497
+541
+57% +$93.8K 0.07% 235
2024
Q2 		$163K Hold
956
– – 0.05% 283
2024
Q1 		$157K Buy
+956
New +$149K 0.05% 288
2023
Q4 		– Sell
-189
Closed -$24.9K – 498
2023
Q3 		$24.9K Sell
189
-1,548
-89% -$211K 0.01% 370
2023
Q2 		$234K Buy
1,737
+1,328
+325% +$169K 0.09% 230
2023
Q1 		$50.7K Hold
409
– – 0.03% 298
2022
Q4 		$46.6K Hold
409
– – 0.02% 331
2022
Q3 		$43K Sell
409
-220
-35% -$25.7K 0.02% 332
2022
Q2 		$70K Hold
629
– – 0.04% 295
2022
Q1 		$85K Hold
629
– – 0.04% 276
2021
Q4 		$92K Hold
629
– – 0.04% 309
2021
Q3 		$83K Sell
629
-246
-28% -$33.8K 0.04% 293
2021
Q2 		$116K Hold
875
– – 0.05% 278
2021
Q1 		$110K Sell
875
-194
-18% -$22.9K 0.05% 264
2020
Q4 		$124K Buy
1,069
+109
+11% +$12K 0.07% 229
2020
Q3 		$100K Buy
+960
New +$98.3K 0.06% 268

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

Founders Financial Alliance's QUAL Position: Q2 2026 in Review

Founders Financial Alliance increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1,395% in Q2 2026, buying an estimated $4.39M and bringing the position to 22,432 shares worth $4.92M. The position accounts for 0.65% of the portfolio, ranked #39.

Founders Financial Alliance first reported a position in QUAL in Q3 2020 and has held it in 23 quarters since. 1,634 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Founders Financial Alliance held 22,432 shares of iShares MSCI USA Quality Factor ETF worth $4.92M as of Q2 2026.
  • Founders Financial Alliance bought 20,932 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $4.39M.
  • iShares MSCI USA Quality Factor ETF made up 0.65% of Founders Financial Alliance's portfolio in Q2 2026, its #39 holding.
  • Founders Financial Alliance first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2020 and has held it in 23 quarters since.
  • 1,634 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Founders Financial Alliance's 13F filing for Q2 2026, filed 4 Aug 2026.