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FSR Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

FSR Wealth 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
-1,731
Closed -$344K – 43
2025
Q4 		$344K Sell
1,731
-729
-30% -$143K 0.4% 27
2025
Q3 		$478K Sell
2,460
-169
-6% -$31.7K 0.57% 21
2025
Q2 		$481K Sell
2,629
-204
-7% -$35.2K 0.62% 23
2025
Q1 		$484K Sell
2,833
-242
-8% -$43.3K 0.64% 27
2024
Q4 		$548K Buy
+3,075
New +$559K 0.69% 23

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FSR Wealth Management's QUAL Position: Q1 2026 in Review

FSR Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 1,731 shares — an estimated $344K sold.

FSR Wealth Management first reported a position in QUAL in Q4 2024 and held it in 5 quarters. The position peaked at $548K in Q4 2024. 1,650 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • FSR Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • FSR Wealth Management sold 1,731 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $344K.
  • FSR Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and held it in 5 quarters.
  • FSR Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $548K in Q4 2024.
  • 1,650 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on FSR Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.