Fourth Dimension Wealth’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Fourth Dimension 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	$174K	Sell	906 -3	-0.3%	-$601	0.07%	146
2025 Q4	$181K	Sell	909 -12	-1%	-$2.36K	0.07%	143
2025 Q3	$179K	Sell	921 -404	-30%	-$75.8K	0.07%	138
2025 Q2	$242K	Sell	1,325 -525	-28%	-$90.6K	0.1%	112
2025 Q1	$316K	Sell	1,850 -100	-5%	-$17.9K	0.15%	89
2024 Q4	$347K	Buy	+1,950	New	+$354K	0.18%	76

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Fourth Dimension Wealth's QUAL Position: Q1 2026 in Review

Fourth Dimension Wealth reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 0.33% in Q1 2026, selling an estimated $601 and leaving 906 shares worth $174K. The position accounts for 0.07% of the portfolio, ranked #146.

Fourth Dimension Wealth first reported a position in QUAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $347K in Q4 2024. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Fourth Dimension Wealth held 906 shares of iShares MSCI USA Quality Factor ETF worth $174K as of Q1 2026.
Fourth Dimension Wealth sold 3 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $601.
iShares MSCI USA Quality Factor ETF made up 0.07% of Fourth Dimension Wealth's portfolio in Q1 2026, its #146 holding.
Fourth Dimension Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
Fourth Dimension Wealth's iShares MSCI USA Quality Factor ETF position peaked at $347K in Q4 2024.
1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Fourth Dimension Wealth's 13F filing for Q1 2026, filed 11 May 2026.