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 Q2	$207K	Buy	943 +37	+4%	+$7.76K	0.07%	153
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 $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

Fourth Dimension Wealth's QUAL Position: Q2 2026 in Review

Fourth Dimension Wealth increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.1% in Q2 2026, buying an estimated $7.76K and bringing the position to 943 shares worth $207K. The position accounts for 0.07% of the portfolio, ranked #153.

Fourth Dimension Wealth first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. The position peaked at $347K in Q4 2024. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Fourth Dimension Wealth held 943 shares of iShares MSCI USA Quality Factor ETF worth $207K as of Q2 2026.
Fourth Dimension Wealth bought 37 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $7.76K.
iShares MSCI USA Quality Factor ETF made up 0.07% of Fourth Dimension Wealth's portfolio in Q2 2026, its #153 holding.
Fourth Dimension Wealth first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
Fourth Dimension Wealth's iShares MSCI USA Quality Factor ETF position peaked at $347K in Q4 2024.
1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.