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Gallagher Fiduciary Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Gallagher Fiduciary 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
2026
Q2 		$3.08M Sell
14,048
-2,585,813
-99% -$542M 0.1% 61
2026
Q1 		$615K Buy
2,599,861
+2,583,484
+15,775% +$518M 0.02% 130
2025
Q4 		$3.25M Buy
16,377
+10,771
+192% +$2.12M 0.11% 52
2025
Q3 		$1.09M Sell
5,606
-2,476,354
-100% -$465M 0.04% 75
2025
Q2 		$1.13M Buy
2,481,960
+2,463,130
+13,081% +$425M 0.04% 69
2025
Q1 		$3.22M Buy
18,830
+14,844
+372% +$2.66M 0.11% 46
2024
Q4 		$710K Buy
3,986
+777
+24% +$141K 0.14% 105
2024
Q3 		$575K Sell
3,209
-1,176
-27% -$204K 0.12% 103
2024
Q2 		$749K Buy
4,385
+461
+12% +$75.7K 0.17% 67
2024
Q1 		$645K Buy
3,924
+385
+11% +$60.1K 0.02% 93
2023
Q4 		$521K Sell
3,539
-304
-8% -$42.1K 0.02% 103
2023
Q3 		$506K Buy
3,843
+359
+10% +$49K 0.04% 98
2023
Q2 		$470K Buy
+3,484
New +$443K 0.04% 127

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gallagher Fiduciary Advisors's QUAL Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 99% in Q2 2026, selling an estimated $542M and leaving 14,048 shares worth $3.08M. The position accounts for 0.1% of the portfolio, ranked #61.

Gallagher Fiduciary Advisors first reported a position in QUAL in Q2 2023 and has held it in 13 quarters since. The position peaked at $3.25M in Q4 2025. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Gallagher Fiduciary Advisors held 14,048 shares of iShares MSCI USA Quality Factor ETF worth $3.08M as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 2,585,813 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $542M.
  • iShares MSCI USA Quality Factor ETF made up 0.1% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #61 holding.
  • Gallagher Fiduciary Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2023 and has held it in 13 quarters since.
  • Gallagher Fiduciary Advisors's iShares MSCI USA Quality Factor ETF position peaked at $3.25M in Q4 2025.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Gallagher Fiduciary Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.