Haverford Financial Services’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Haverford Financial Services’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 Q1	$1.46M	Sell	7,631 -919	-11%	-$184K	0.44%	34
2025 Q4	$1.7M	Hold	8,550	–	–	0.48%	35
2025 Q3	$1.66M	Buy	8,550 +410	+5%	+$76.9K	0.47%	34
2025 Q2	$1.49M	Hold	8,140	–	–	0.44%	33
2025 Q1	$1.39M	Hold	8,140	–	–	0.43%	31
2024 Q4	$1.45M	Hold	8,140	–	–	0.44%	31
2024 Q3	$1.46M	Hold	8,140	–	–	0.42%	31
2024 Q2	$1.39M	Buy	+8,140	New	+$1.34M	0.42%	31

Other funds holding QUAL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Haverford Financial Services's QUAL Position: Q1 2026 in Review

Haverford Financial Services reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 11% in Q1 2026, selling an estimated $184K and leaving 7,631 shares worth $1.46M. The position accounts for 0.44% of the portfolio, ranked #34.

Haverford Financial Services first reported a position in QUAL in Q2 2024 and has held it in 8 quarters since. The position peaked at $1.7M in Q4 2025. 1,640 funds tracked by Wall St. Rank hold QUAL as of Q1 2026.

Haverford Financial Services held 7,631 shares of iShares MSCI USA Quality Factor ETF worth $1.46M as of Q1 2026.
Haverford Financial Services sold 919 iShares MSCI USA Quality Factor ETF shares in Q1 2026, an estimated $184K.
iShares MSCI USA Quality Factor ETF made up 0.44% of Haverford Financial Services's portfolio in Q1 2026, its #34 holding.
Haverford Financial Services first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 8 quarters since.
Haverford Financial Services's iShares MSCI USA Quality Factor ETF position peaked at $1.7M in Q4 2025.
1,640 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q1 2026.

Based on Haverford Financial Services's 13F filing for Q1 2026, filed 11 May 2026.