Fulcrum Equity Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Fulcrum Equity 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 Q2	–	Sell	-1,890	Closed	-$362K	–	159
2026 Q1	$362K	Hold	1,890	–	–	0.35%	71
2025 Q4	$375K	Sell	1,890 -2,601	-58%	-$511K	0.36%	66
2025 Q3	$873K	Buy	4,491 +29	+0.6%	+$5.44K	0.88%	28
2025 Q2	$816K	Buy	4,462 +197	+5%	+$34K	0.84%	33
2025 Q1	$729K	Buy	4,265 +437	+11%	+$78.2K	0.8%	37
2024 Q4	$682K	Sell	3,828 -10	-0.3%	-$1.82K	0.67%	49
2024 Q3	$688K	Sell	3,838 -333	-8%	-$57.8K	0.58%	51
2024 Q2	$712K	Sell	4,171 -2,628	-39%	-$432K	0.64%	50
2024 Q1	$1.12M	Buy	+6,799	New	+$1.06M	1.32%	26
2019 Q4	–	Sell	-12	Closed	-$1K	–	194
2019 Q3	$1K	Buy	+12	New	+$1.1K	﹤0.01%	230

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Fulcrum Equity Management's QUAL Position: Q2 2026 in Review

Fulcrum Equity Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 1,890 shares — an estimated $362K sold.

Fulcrum Equity Management first reported a position in QUAL in Q3 2019 and held it in 10 quarters. The position peaked at $1.12M in Q1 2024. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Fulcrum Equity Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
Fulcrum Equity Management sold 1,890 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $362K.
Fulcrum Equity Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2019 and held it in 10 quarters.
Fulcrum Equity Management's iShares MSCI USA Quality Factor ETF position peaked at $1.12M in Q1 2024.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Fulcrum Equity Management's 13F filing for Q2 2026, filed 9 Jul 2026.