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Heirloom Wealth Management’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Heirloom Wealth Management’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 		– Sell
-3,225
Closed -$619K – 84
2026
Q1 		$619K Buy
+3,225
New +$646K 0.11% 58

Other funds holding QUAL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Heirloom Wealth Management's QUAL Position: Q2 2026 in Review

Heirloom Wealth Management sold out of iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026, closing a stake of 3,225 shares — an estimated $619K sold.

Heirloom Wealth Management first reported a position in QUAL in Q1 2026 and held it in 1 quarter. The position peaked at $619K in Q1 2026. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Heirloom Wealth Management reported no remaining iShares MSCI USA Quality Factor ETF position as of Q2 2026 after selling out during the quarter.
  • Heirloom Wealth Management sold 3,225 iShares MSCI USA Quality Factor ETF shares in Q2 2026, an estimated $619K.
  • Heirloom Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q1 2026 and held it in 1 quarter.
  • Heirloom Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $619K in Q1 2026.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Heirloom Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.