Halbert Hargrove Global Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Halbert Hargrove Global Advisors’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	$220K	Hold	1,001	–	–	0.01%	101
2026 Q1	$192K	Buy	1,001 +26	+3%	+$5.21K	0.01%	97
2025 Q4	$194K	Buy	975 +71	+8%	+$14K	0.01%	95
2025 Q3	$176K	Buy	904 +285	+46%	+$53.5K	0.01%	111
2025 Q2	$113K	Hold	619	–	–	0.01%	109
2025 Q1	$106K	Buy	619 +178	+40%	+$31.9K	0.01%	113
2024 Q4	$78.6K	Buy	+441	New	+$80.1K	﹤0.01%	123

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

Halbert Hargrove Global Advisors's QUAL Position: Q2 2026 in Review

Halbert Hargrove Global Advisors held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q2 2026 at 1,001 shares worth $220K. The position accounts for 0.01% of the portfolio, ranked #101.

Halbert Hargrove Global Advisors first reported a position in QUAL in Q4 2024 and has held it in 7 quarters since. 1,635 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

Halbert Hargrove Global Advisors held 1,001 shares of iShares MSCI USA Quality Factor ETF worth $220K as of Q2 2026.
Halbert Hargrove Global Advisors left its iShares MSCI USA Quality Factor ETF share count unchanged in Q2 2026.
iShares MSCI USA Quality Factor ETF made up 0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #101 holding.
Halbert Hargrove Global Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q4 2024 and has held it in 7 quarters since.
1,635 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.