Greenwood Gearhart’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Greenwood Gearhart’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
2025 Q3	–	Sell	-1,361	Closed	-$249K	–	106
2025 Q2	$249K	Hold	1,361	–	–	0.02%	96
2025 Q1	$233K	Sell	1,361 -250	-16%	-$44.8K	0.02%	100
2024 Q4	$287K	Sell	1,611 -1,000	-38%	-$182K	0.02%	114
2024 Q3	$468K	Hold	2,611	–	–	0.04%	80
2024 Q2	$446K	Sell	2,611 -210	-7%	-$34.5K	0.04%	81
2024 Q1	$464K	Hold	2,821	–	–	0.05%	78
2023 Q4	$415K	Hold	2,821	–	–	0.04%	76
2023 Q3	$372K	Hold	2,821	–	–	0.04%	80
2023 Q2	$380K	Buy	2,821 +545	+24%	+$69.3K	0.04%	79
2023 Q1	$282K	Sell	2,276 -747	-25%	-$89.7K	0.04%	84
2022 Q4	$345K	Buy	3,023 +126	+4%	+$14.3K	0.05%	80
2022 Q3	$301K	Buy	+2,897	New	+$339K	0.05%	81

Other funds holding QUAL

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Greenwood Gearhart's QUAL Position: Q3 2025 in Review

Greenwood Gearhart sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q3 2025, closing a stake of 1,361 shares — an estimated $249K sold.

Greenwood Gearhart first reported a position in QUAL in Q3 2022 and held it in 12 quarters. The position peaked at $468K in Q3 2024. 1,517 funds tracked by Wall St. Rank hold QUAL as of Q3 2025.

Greenwood Gearhart reported no remaining iShares MSCI USA Quality Factor ETF position as of Q3 2025 after selling out during the quarter.
Greenwood Gearhart sold 1,361 iShares MSCI USA Quality Factor ETF shares in Q3 2025, an estimated $249K.
Greenwood Gearhart first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2022 and held it in 12 quarters.
Greenwood Gearhart's iShares MSCI USA Quality Factor ETF position peaked at $468K in Q3 2024.
1,517 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2025.

Based on Greenwood Gearhart's 13F filing for Q3 2025, filed 12 Nov 2025.