Green Ridge Wealth Planning’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Green Ridge Wealth Planning’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	$7.79M	Sell	35,505 -5,953	-14%	-$1.25M	3.28%	9
2026 Q1	$7.95M	Sell	41,458 -1,168	-3%	-$234K	4.18%	9
2025 Q4	$8.47M	Buy	+42,626	New	+$8.38M	4.33%	8

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

Green Ridge Wealth Planning's QUAL Position: Q2 2026 in Review

Green Ridge Wealth Planning reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 14% in Q2 2026, selling an estimated $1.25M and leaving 35,505 shares worth $7.79M. The position accounts for 3.28% of the portfolio, ranked #9.

Green Ridge Wealth Planning first reported a position in QUAL in Q4 2025 and has held it in 3 quarters since. The position peaked at $8.47M in Q4 2025. 1,634 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Green Ridge Wealth Planning held 35,505 shares of iShares MSCI USA Quality Factor ETF worth $7.79M as of Q2 2026.
Green Ridge Wealth Planning sold 5,953 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $1.25M.
iShares MSCI USA Quality Factor ETF made up 3.28% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #9 holding.
Green Ridge Wealth Planning first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2025 and has held it in 3 quarters since.
Green Ridge Wealth Planning's iShares MSCI USA Quality Factor ETF position peaked at $8.47M in Q4 2025.
1,634 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.