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Gen-Wealth Partners’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Gen-Wealth Partners’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 		$4.99M Buy
26,027
+1,541
+6% +$309K 1.57% 8
2025
Q4 		$4.86M Sell
24,486
-16,366
-40% -$3.22M 1.56% 10
2025
Q3 		$7.95M Buy
40,852
+247
+0.6% +$46.3K 2.68% 4
2025
Q2 		$7.42M Buy
40,605
+2,685
+7% +$463K 2.87% 5
2025
Q1 		$6.48M Buy
37,920
+2,464
+7% +$441K 2.71% 4
2024
Q4 		$6.31M Buy
35,456
+1,314
+4% +$239K 2.71% 5
2024
Q3 		$6.13M Buy
34,142
+1,592
+5% +$276K 2.68% 5
2024
Q2 		$5.56M Buy
32,550
+221
+0.7% +$36.3K 2.69% 5
2024
Q1 		$5.31M Buy
+32,329
New +$5.05M 2.63% 3

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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 $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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 $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Gen-Wealth Partners's QUAL Position: Q1 2026 in Review

Gen-Wealth Partners increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 6.3% in Q1 2026, buying an estimated $309K and bringing the position to 26,027 shares worth $4.99M. The position accounts for 1.57% of the portfolio, ranked #8.

Gen-Wealth Partners first reported a position in QUAL in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.95M in Q3 2025. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

  • Gen-Wealth Partners held 26,027 shares of iShares MSCI USA Quality Factor ETF worth $4.99M as of Q1 2026.
  • Gen-Wealth Partners bought 1,541 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $309K.
  • iShares MSCI USA Quality Factor ETF made up 1.57% of Gen-Wealth Partners's portfolio in Q1 2026, its #8 holding.
  • Gen-Wealth Partners first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2024 and has held it in 9 quarters since.
  • Gen-Wealth Partners's iShares MSCI USA Quality Factor ETF position peaked at $7.95M in Q3 2025.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.