HCR Wealth Advisors’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

HCR Wealth 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	$834K	Sell	3,800 -194	-5%	-$40.7K	0.07%	126
2026 Q1	$766K	Sell	3,994 -25	-0.6%	-$5.01K	0.08%	123
2025 Q4	$798K	Buy	4,019 +100	+3%	+$19.6K	0.08%	125
2025 Q3	$770K	Buy	3,919 +31	+0.8%	+$5.82K	0.08%	120
2025 Q2	$711K	Sell	3,888 -167	-4%	-$28.8K	0.08%	118
2025 Q1	$693K	Buy	4,055 +1,217	+43%	+$218K	0.09%	115
2024 Q4	$505K	Buy	2,838 +1,260	+80%	+$229K	0.06%	140
2024 Q3	$283K	Buy	1,578 +205	+15%	+$35.6K	0.04%	185
2024 Q2	$234K	Buy	+1,373	New	+$225K	0.03%	197

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

HCR Wealth Advisors's QUAL Position: Q2 2026 in Review

HCR Wealth Advisors reduced its iShares MSCI USA Quality Factor ETF (QUAL) stake by 4.9% in Q2 2026, selling an estimated $40.7K and leaving 3,800 shares worth $834K. The position accounts for 0.07% of the portfolio, ranked #126.

HCR Wealth Advisors first reported a position in QUAL in Q2 2024 and has held it in 9 quarters since. 1,638 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

HCR Wealth Advisors held 3,800 shares of iShares MSCI USA Quality Factor ETF worth $834K as of Q2 2026.
HCR Wealth Advisors sold 194 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $40.7K.
iShares MSCI USA Quality Factor ETF made up 0.07% of HCR Wealth Advisors's portfolio in Q2 2026, its #126 holding.
HCR Wealth Advisors first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 9 quarters since.
1,638 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on HCR Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.