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Glenview Trust’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Glenview Trust’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 		$1.36M Sell
6,217
-502
-7% -$105K 0.02% 265
2026
Q1 		$1.29M Buy
6,719
+897
+15% +$180K 0.02% 262
2025
Q4 		$1.16M Hold
5,822
– – 0.02% 275
2025
Q3 		$1.13M Buy
5,822
+314
+6% +$58.9K 0.02% 278
2025
Q2 		$1.01M Sell
5,508
-101
-2% -$17.4K 0.02% 278
2025
Q1 		$959K Sell
5,609
-654
-10% -$117K 0.02% 271
2024
Q4 		$1.12M Hold
6,263
– – 0.02% 261
2024
Q3 		$1.12M Buy
6,263
+15
+0.2% +$2.6K 0.02% 259
2024
Q2 		$1.07M Sell
6,248
-138
-2% -$22.7K 0.02% 252
2024
Q1 		$1.05M Sell
6,386
-125
-2% -$19.5K 0.02% 251
2023
Q4 		$958K Sell
6,511
-59
-0.9% -$8.17K 0.02% 250
2023
Q3 		$866K Sell
6,570
-1,107
-14% -$151K 0.02% 242
2023
Q2 		$1.04M Buy
7,677
+3,030
+65% +$385K 0.03% 232
2023
Q1 		$577K Buy
+4,647
New +$558K 0.02% 295
2020
Q3 		– Sell
-2,149
Closed -$206K – 340
2020
Q2 		$206K Buy
+2,149
New +$197K 0.01% 316

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

Glenview Trust's QUAL Position: Q2 2026 in Review

Glenview Trust reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 7.5% in Q2 2026, selling an estimated $105K and leaving 6,217 shares worth $1.36M. The position accounts for 0.02% of the portfolio, ranked #265.

Glenview Trust first reported a position in QUAL in Q2 2020 and has held it in 15 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Glenview Trust held 6,217 shares of iShares MSCI USA Quality Factor ETF worth $1.36M as of Q2 2026.
  • Glenview Trust sold 502 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $105K.
  • iShares MSCI USA Quality Factor ETF made up 0.02% of Glenview Trust's portfolio in Q2 2026, its #265 holding.
  • Glenview Trust first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2020 and has held it in 15 quarters since.
  • 1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.