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Freedom Investment Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Freedom Investment Management’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 		– Sell
-1,613
Closed -$320K – 117
2025
Q4 		$320K Sell
1,613
-1,431
-47% -$281K 0.09% 78
2025
Q3 		$592K Sell
3,044
-23,453
-89% -$4.4M 0.16% 66
2025
Q2 		$4.84M Sell
26,497
-1,290
-5% -$223K 0.39% 47
2025
Q1 		$4.75M Buy
27,787
+3,680
+15% +$659K 0.4% 48
2024
Q4 		$4.29M Buy
24,107
+5,543
+30% +$1.01M 0.36% 53
2024
Q3 		$3.33M Buy
18,564
+4,821
+35% +$836K 0.27% 68
2024
Q2 		$2.35M Buy
13,743
+2,176
+19% +$357K 0.19% 88
2024
Q1 		$1.9M Buy
11,567
+7,185
+164% +$1.12M 0.15% 128
2023
Q4 		$645K Buy
+4,382
New +$607K 0.05% 370
2023
Q3 		– Sell
-1,919
Closed -$259K – 745
2023
Q2 		$259K Sell
1,919
-145
-7% -$18.4K 0.03% 584
2023
Q1 		$256K Buy
+2,064
New +$248K 0.03% 594
2022
Q4 		– Sell
-2,247
Closed -$234K – 774
2022
Q3 		$234K Sell
2,247
-39
-2% -$4.56K 0.03% 624
2022
Q2 		$255K Buy
+2,286
New +$279K 0.03% 623

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 $424B AUM 22.94% 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

Freedom Investment Management's QUAL Position: Q1 2026 in Review

Freedom Investment Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 1,613 shares — an estimated $320K sold.

Freedom Investment Management first reported a position in QUAL in Q2 2022 and held it in 13 quarters. The position peaked at $4.84M in Q2 2025. 1,641 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Freedom Investment Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Freedom Investment Management sold 1,613 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $320K.
  • Freedom Investment Management first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2022 and held it in 13 quarters.
  • Freedom Investment Management's iShares MSCI USA Quality Factor ETF position peaked at $4.84M in Q2 2025.
  • 1,641 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Freedom Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.