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Garton & Associates Financial Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Garton & Associates Financial 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
Q1 		– Sell
-78
Closed -$15.4K – 566
2025
Q4 		$15.4K Buy
+78
New +$15.3K 0.01% 720

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

Garton & Associates Financial Advisors's QUAL Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q1 2026, closing a stake of 78 shares — an estimated $15.4K sold.

Garton & Associates Financial Advisors first reported a position in QUAL in Q4 2025 and held it in 1 quarter. The position peaked at $15.4K in Q4 2025. 1,648 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining iShares MSCI USA Quality Factor ETF position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 78 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $15.4K.
  • Garton & Associates Financial Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's iShares MSCI USA Quality Factor ETF position peaked at $15.4K in Q4 2025.
  • 1,648 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.