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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
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 $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

Frederick Financial Consultants's QUAL Position: Q1 2026 in Review

Frederick Financial Consultants increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 2.9% in Q1 2026, buying an estimated $10.4K and bringing the position to 1,872 shares worth $359K. The position accounts for 0.18% of the portfolio, ranked #70.

Frederick Financial Consultants first reported a position in QUAL in Q4 2024 and has held it in 6 quarters since. The position peaked at $361K in Q4 2025. 1,639 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Frederick Financial Consultants held 1,872 shares of iShares MSCI USA Quality Factor ETF worth $359K as of Q1 2026.
  • Frederick Financial Consultants bought 52 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $10.4K.
  • iShares MSCI USA Quality Factor ETF made up 0.18% of Frederick Financial Consultants's portfolio in Q1 2026, its #70 holding.
  • Frederick Financial Consultants first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 6 quarters since.
  • Frederick Financial Consultants's iShares MSCI USA Quality Factor ETF position peaked at $361K in Q4 2025.
  • 1,639 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Frederick Financial Consultants's 13F filing for Q1 2026, filed 14 May 2026.