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Frederick Financial Consultants’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Frederick Financial Consultants’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 		$553K Buy
2,520
+648
+35% +$136K 0.23% 58
2026
Q1 		$359K Buy
1,872
+52
+3% +$10.4K 0.18% 70
2025
Q4 		$361K Buy
1,820
+1
+0.1% +$196 0.2% 69
2025
Q3 		$354K Hold
1,819
– – 0.2% 67
2025
Q2 		$333K Buy
1,819
+117
+7% +$20.2K 0.21% 68
2025
Q1 		$291K Sell
1,702
-267
-14% -$47.8K 0.21% 70
2024
Q4 		$351K Buy
+1,969
New +$358K 0.28% 52

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

Frederick Financial Consultants's QUAL Position: Q2 2026 in Review

Frederick Financial Consultants increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 35% in Q2 2026, buying an estimated $136K and bringing the position to 2,520 shares worth $553K. The position accounts for 0.23% of the portfolio, ranked #58.

Frederick Financial Consultants first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 1,646 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Frederick Financial Consultants held 2,520 shares of iShares MSCI USA Quality Factor ETF worth $553K as of Q2 2026.
  • Frederick Financial Consultants bought 648 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $136K.
  • iShares MSCI USA Quality Factor ETF made up 0.23% of Frederick Financial Consultants's portfolio in Q2 2026, its #58 holding.
  • Frederick Financial Consultants first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,646 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Frederick Financial Consultants's 13F filing for Q2 2026, filed 14 Aug 2026.