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Hershey Financial Advisers’s iShares MSCI USA Quality Factor ETF QUAL Stock Holding History

Hershey Financial Advisers’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 		$1.35M Buy
+6,135
New +$1.29M 0.97% 42
2026
Q1 		– Sell
-5,915
Closed -$1.17M – 101
2025
Q4 		$1.17M Buy
+5,915
New +$1.16M 0.99% 43
2024
Q2 		$3.42K Buy
+20
New +$3.28K ﹤0.01% 126

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

Hershey Financial Advisers's QUAL Position: Q2 2026 in Review

Hershey Financial Advisers opened a new position in iShares MSCI USA Quality Factor ETF (QUAL) in Q2 2026: 6,135 shares worth $1.35M. The stake represents 0.97% of the portfolio and ranks #42 among its holdings. This is a return to the name: Hershey Financial Advisers previously reported a position in QUAL as recently as Q4 2025.

Hershey Financial Advisers first reported a position in QUAL in Q2 2024 and has held it in 3 quarters since. 1,644 funds tracked by Wall St. Rank hold QUAL as of Q2 2026.

  • Hershey Financial Advisers held 6,135 shares of iShares MSCI USA Quality Factor ETF worth $1.35M as of Q2 2026.
  • iShares MSCI USA Quality Factor ETF was a new Hershey Financial Advisers position in Q2 2026.
  • iShares MSCI USA Quality Factor ETF made up 0.97% of Hershey Financial Advisers's portfolio in Q2 2026, its #42 holding.
  • Hershey Financial Advisers first reported a position in iShares MSCI USA Quality Factor ETF in Q2 2024 and has held it in 3 quarters since.
  • 1,644 funds tracked by Wall St. Rank held iShares MSCI USA Quality Factor ETF as of Q2 2026.

Based on Hershey Financial Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.