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FSC Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

FSC Wealth Advisors’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
2025
Q4 		– Sell
-1,751
Closed -$341K – 62
2025
Q3 		$341K Sell
1,751
-98
-5% -$18.4K 0.2% 58
2025
Q2 		$338K Buy
+1,849
New +$319K 0.21% 56

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

FSC Wealth Advisors's QUAL Position: Q4 2025 in Review

FSC Wealth Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q4 2025, closing a stake of 1,751 shares — an estimated $341K sold.

FSC Wealth Advisors first reported a position in QUAL in Q2 2025 and held it in 2 quarters. The position peaked at $341K in Q3 2025. 1,628 funds tracked by Wall St. Rank hold QUAL as of Q4 2025.

  • FSC Wealth Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q4 2025 after selling out during the quarter.
  • FSC Wealth Advisors sold 1,751 iShares MSCI USA Quality Factor ETF shares in Q4 2025, an estimated $341K.
  • FSC Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2025 and held it in 2 quarters.
  • FSC Wealth Advisors's iShares MSCI USA Quality Factor ETF position peaked at $341K in Q3 2025.
  • 1,628 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q4 2025.

Based on FSC Wealth Advisors's 13F filing for Q4 2025, filed 22 Jan 2026.