Guardian Wealth Advisors (North Carolina)’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Guardian Wealth Advisors (North Carolina)’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	$8.47M	Buy	38,609 +617	+2%	+$129K	0.48%	37
2026 Q1	$7.29M	Buy	37,992 +765	+2%	+$153K	0.46%	38
2025 Q4	$7.39M	Buy	37,227 +336	+0.9%	+$66K	0.46%	38
2025 Q3	$7.18M	Buy	36,891 +1,008	+3%	+$189K	0.47%	39
2025 Q2	$6.56M	Buy	35,883 +187	+0.5%	+$32.3K	0.46%	39
2025 Q1	$6.1M	Buy	35,696 +470	+1%	+$84.1K	0.49%	37
2024 Q4	$6.27M	Buy	35,226 +35,218	+440,225%	+$6.4M	0.49%	39
2024 Q3	$1.43K	Hold	8	–	–	﹤0.01%	429
2024 Q2	$1.37K	Hold	8	–	–	﹤0.01%	416
2024 Q1	$1.31K	Hold	8	–	–	﹤0.01%	434
2023 Q4	$1.18K	Hold	8	–	–	﹤0.01%	422
2023 Q3	$1.06K	Hold	8	–	–	﹤0.01%	402
2023 Q2	$1.08K	Hold	8	–	–	﹤0.01%	399
2023 Q1	$993	Hold	8	–	–	﹤0.01%	393
2022 Q4	$912	Buy	+8	New	+$907	﹤0.01%	360

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

Guardian Wealth Advisors (North Carolina)'s QUAL Position: Q2 2026 in Review

Guardian Wealth Advisors (North Carolina) increased its iShares MSCI USA Quality Factor ETF (QUAL) stake by 1.6% in Q2 2026, buying an estimated $129K and bringing the position to 38,609 shares worth $8.47M. The position accounts for 0.48% of the portfolio, ranked #37.

Guardian Wealth Advisors (North Carolina) first reported a position in QUAL in Q4 2022 and has held it in 15 quarters since. 1,634 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Guardian Wealth Advisors (North Carolina) held 38,609 shares of iShares MSCI USA Quality Factor ETF worth $8.47M as of Q2 2026.
Guardian Wealth Advisors (North Carolina) bought 617 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $129K.
iShares MSCI USA Quality Factor ETF made up 0.48% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q2 2026, its #37 holding.
Guardian Wealth Advisors (North Carolina) first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2022 and has held it in 15 quarters since.
1,634 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q2 2026, filed 14 Aug 2026.