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

Hemington 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
2025
Q3 		$85K Hold
439
– – 0.01% 269
2025
Q2 		$80K Hold
439
– – 0.01% 253
2025
Q1 		$75K Sell
439
-89
-17% -$15.9K 0.01% 249
2024
Q4 		$94K Hold
528
– – 0.02% 203
2024
Q3 		$93K Buy
+528
New +$91.6K 0.03% 198

Other funds holding QUAL

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Hemington Wealth Management's QUAL Position: Q3 2025 in Review

Hemington Wealth Management held its iShares MSCI USA Quality Factor ETF (QUAL) position steady in Q3 2025 at 439 shares worth $85K. The position accounts for 0.01% of the portfolio, ranked #269.

Hemington Wealth Management first reported a position in QUAL in Q3 2024 and has held it in 5 quarters since. The position peaked at $94K in Q4 2024. 1,518 funds tracked by Wall St. Rank hold QUAL as of Q3 2025.

  • Hemington Wealth Management held 439 shares of iShares MSCI USA Quality Factor ETF worth $85K as of Q3 2025.
  • Hemington Wealth Management left its iShares MSCI USA Quality Factor ETF share count unchanged in Q3 2025.
  • iShares MSCI USA Quality Factor ETF made up 0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #269 holding.
  • Hemington Wealth Management first reported a position in iShares MSCI USA Quality Factor ETF in Q3 2024 and has held it in 5 quarters since.
  • Hemington Wealth Management's iShares MSCI USA Quality Factor ETF position peaked at $94K in Q4 2024.
  • 1,518 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.