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

Founders Financial Securities’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 		$3.73M Buy
18,639
+988
+6% +$198K 0.21% 92
2025
Q4 		$3.51M Buy
17,651
+803
+5% +$158K 0.21% 87
2025
Q3 		$3.28M Sell
16,848
-23,830
-59% -$4.47M 0.22% 89
2025
Q2 		$7.44M Buy
40,678
+1,636
+4% +$282K 0.57% 39
2025
Q1 		$6.55M Sell
39,042
-31,944
-45% -$5.72M 0.56% 39
2024
Q4 		$12.6M Sell
70,986
-20,805
-23% -$3.78M 1.14% 19
2024
Q3 		$16.5M Sell
91,791
-2,320
-2% -$402K 1.52% 14
2024
Q2 		$16.1M Buy
94,111
+840
+0.9% +$138K 1.52% 14
2024
Q1 		$15.3M Buy
93,271
+16,287
+21% +$2.54M 1.61% 11
2023
Q4 		$11.3M Sell
76,984
-8,617
-10% -$1.19M 1.26% 17
2023
Q3 		$11.3M Buy
85,601
+8,535
+11% +$1.17M 1.46% 15
2023
Q2 		$10.4M Buy
77,066
+34,595
+81% +$4.4M 1.37% 17
2023
Q1 		$5.27M Buy
42,471
+16,095
+61% +$1.93M 0.76% 30
2022
Q4 		$3.01M Sell
26,376
-10,773
-29% -$1.22M 0.47% 50
2022
Q3 		$3.86M Buy
37,149
+19,798
+114% +$2.32M 0.68% 27
2022
Q2 		$1.94M Sell
17,351
-2,657
-13% -$324K 0.38% 58
2022
Q1 		$2.69M Sell
20,008
-10,431
-34% -$1.39M 0.48% 50
2021
Q4 		$4.43M Sell
30,439
-23,172
-43% -$3.27M 0.8% 28
2021
Q3 		$7.06M Buy
53,611
+24,745
+86% +$3.4M 1.42% 15
2021
Q2 		$3.83M Buy
28,866
+26,620
+1,185% +$3.41M 0.76% 26
2021
Q1 		$274K Sell
2,246
-57,981
-96% -$6.85M 0.06% 210
2020
Q4 		$7M Buy
+60,227
New +$6.63M 1.68% 15
2020
Q3 		– Sell
-95,215
Closed -$9.13M – 198
2020
Q2 		$9.13M Buy
95,215
+31,522
+49% +$2.89M 2.96% 6
2020
Q1 		$5.16M Sell
63,693
-107,060
-63% -$10.2M 1.92% 5
2019
Q4 		$17.2M Buy
170,753
+19,347
+13% +$1.86M 5.83% 1
2019
Q3 		$14M Sell
151,406
-41,432
-21% -$3.81M 4.46% 2
2019
Q2 		$17.6M Buy
192,838
+60,305
+46% +$5.43M 5.8% 1
2019
Q1 		$11.7M Buy
132,533
+34,379
+35% +$2.89M 3.72% 10
2018
Q4 		$7.53M Sell
98,154
-217,515
-69% -$18M 2.73% 10
2018
Q3 		$28.5M Buy
315,669
+11,929
+4% +$1.05M 7.93% 1
2018
Q2 		$25.3M Buy
303,740
+243,958
+408% +$20.4M 7.8% 1
2018
Q1 		$4.95M Sell
59,782
-5,067
-8% -$429K 1.6% 18
2017
Q4 		$5.38M Sell
64,849
-10,426
-14% -$840K 1.79% 17
2017
Q3 		$5.81M Buy
75,275
+5,254
+8% +$397K 2.07% 17
2017
Q2 		$5.21M Buy
70,021
+1,803
+3% +$133K 1.98% 17
2017
Q1 		$4.97M Buy
68,218
+13,282
+24% +$953K 1.89% 15
2016
Q4 		$3.8M Sell
54,936
-129,301
-70% -$8.77M 1.58% 16
2016
Q3 		$12.4M Buy
184,237
+58,754
+47% +$3.98M 5.32% 2
2016
Q2 		$8.28M Buy
125,483
+20,955
+20% +$1.38M 3.8% 5
2016
Q1 		$6.86M Buy
+104,528
New +$6.51M 3.23% 7

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

Founders Financial Securities's QUAL Position: Q1 2026 in Review

Founders Financial Securities increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 5.6% in Q1 2026, buying an estimated $198K and bringing the position to 18,639 shares worth $3.73M. The position accounts for 0.21% of the portfolio, ranked #92.

Founders Financial Securities first reported a position in QUAL in Q1 2016 and has held it in 40 quarters since. The position peaked at $28.5M in Q3 2018. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Founders Financial Securities held 18,639 shares of iShares MSCI USA Quality Factor ETF worth $3.73M as of Q1 2026.
  • Founders Financial Securities bought 988 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $198K.
  • iShares MSCI USA Quality Factor ETF made up 0.21% of Founders Financial Securities's portfolio in Q1 2026, its #92 holding.
  • Founders Financial Securities first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2016 and has held it in 40 quarters since.
  • Founders Financial Securities's iShares MSCI USA Quality Factor ETF position peaked at $28.5M in Q3 2018.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Founders Financial Securities's 13F filing for Q1 2026, filed 16 Apr 2026.